Lead Details

The lead details drawer gives you a complete view of a lead's information, lets you change their status, and assign agents — all without leaving the Leads page.

Opening Lead Details

Click the View action on any lead in the table to open the details drawer from the right side of the screen.

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Screenshot: Lead Details side drawer showing contact info and lead status

lead-details-drawer.png

1. Click the View action on any lead
2. Capture the side drawer showing the color-coded header and all lead details
Save to: static/img/screenshots/leads/lead-details/lead-details-drawer.png

Header

The drawer header is color-coded based on the lead's current status, giving you an instant visual indicator of where the lead stands.

Lead Information

The details view shows the following information:

Field	Description
Contact Name	The lead's name
Email	Email address (if available)
Mobile	Phone number
Lead Source	The platform or channel the lead came from
Broadcast	The broadcast campaign that generated this lead
Assigned Agent	The agent currently responsible for this lead
Lead Status	Current status in the pipeline
Qualification Score	Score from 0 to 100 indicating lead quality
Qualification Method	How the lead was qualified — AI or Manual
AI Context	Additional context provided by AI qualification (if applicable)

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Changing Lead Status

To update a lead's status:

1. Click the Change Status action (from the lead row's action menu or within the drawer)
2. Select the new status from the Status dropdown
3. Optionally update the Qualification Score (0–100)
4. Save your changes

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Screenshot: Change Status view showing status dropdown and qualification score

change-status.png

1. Click Change Status on a lead
2. Capture the status dropdown and qualification score field
Save to: static/img/screenshots/leads/lead-details/change-status.png

Final states

You cannot change the status of a lead that is already Converted, Lost, or Archived. These are final states.

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Assigning a Lead

To assign or reassign a lead to an agent:

1. Click the Assign action
2. Select an agent from the Agent dropdown
3. Save your changes

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Screenshot: Assign Lead view showing agent dropdown

assign-lead.png

1. Click Assign on a lead
2. Capture the agent dropdown selection
Save to: static/img/screenshots/leads/lead-details/assign-lead.png

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Quick Actions

From the lead details or the action menu, you can also:

Action	What it does
Go to Chat	Opens the Chat conversation with this contact in a new view
Follow Up	Creates a new Follow-up for this lead

tip

Use Go to Chat to quickly review your conversation history with a lead before deciding on the next step.