---
title: Leads
description: "The Lead record form is where key information about a potential sales lead is kept. ![](https://evergreenworx.com/wp-content/uploads/2023/03/leads_done.png) ![](https://evergreenworx.com/wp-content/uploads/2023/02/Number1-1-300x300.png) In the ribbon, available actions are displayed for the current Lead record, such as deactivating the record, deleting the record, or running a report.…"
url: "https://evergreenworx.com/docs/leads/"
updated: "2025-10-22"
category: Customers
---

# Leads

The Lead record form is where key information about a potential sales lead is kept.

  ![](https://evergreenworx.com/wp-content/uploads/2023/03/leads_done.png)

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number1-1-300x300.png) In the ribbon, available actions are displayed for the current Lead record, such as deactivating the record, deleting the record, or running a report. The actions available depend on your security role and permissions.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number2-1-300x300.png) Record forms have tabs that allow the user to move between different data elements of the record. On the Lead record, you’ll see the following tabs:

- Summary – Displays company details, contact details, and provides a Remarks section for notes about the Lead. A Quick Action function is available for converting a Lead to an Opportunity.  The Timeline stores historical notes and activities against the record. For more information, see [Timeline | EvergreenWorx](https://evergreenworx.com/docs/timeline-2/).
- Activities – Provides the capability of capturing and tracking communications related to the management of the Lead. For more information, see [Activities | EvergreenWorx](https://evergreenworx.com/docs/activities-2/).
- Related – Any other related items such Record Audit History.

![](https://evergreenworx.com/wp-content/uploads/2023/02/Number3-300x300.png) Status of the record shows whether this Lead is New, In Progress (being qualified and followed up), or Closed.