The Lead record form is where key information about a potential sales lead is kept.
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.
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.
- Activities – Provides the capability of capturing and tracking communications related to the management of the Lead. For more information, see Activities | EvergreenWorx.
- Related – Any other related items such Record Audit History.
Status of the record shows whether this Lead is New, In Progress (being qualified and followed up), or Closed.