Help Center › Leads & Pipeline › Lead detail page

Lead detail page

Every lead has a dedicated page that brings together their profile, communication history, notes, tasks, and AI insights in one place.

Opening the detail page

Click any lead row in the leads table or any lead card in the Kanban board to open their detail page.

Lead profile (left column)

The left column displays the lead's core information and custom fields. Every field is inline-editable — click any value to change it directly without opening a separate form.

Field	Description
Name	First and last name
Email	Primary email address
Phone	Primary phone number
Company	Organization or business name
Status	Current status — New, Cold, Warm, Hot, or Nurture
Source	Where the lead came from (Facebook, Google, Manual, CSV, etc.)
Assigned agent	The team member responsible for this lead
Tags	Color-coded labels for grouping and filtering
Custom fields	Any additional fields you have created in Settings

Click the lead's status badge to change it instantly. If you override a SMART-scored status, auto-scoring pauses for that lead until you click Reset to Auto.

Quick action icons

At the top of the detail page, quick action icons let you reach the lead immediately:

Call — opens the dialer and starts a call to this lead
SMS — opens the SMS composer pre-filled with this lead's number
Email — opens the email composer pre-filled with this lead's address

Activity tabs

The main content area is organized into tabs. Each tab shows the full history of that interaction type with the lead:

Tab	What it shows
Notes	Internal notes added by your team. Supports @mentions to notify colleagues.
Tasks	Tasks linked to this lead with due dates and completion status.
Calls	Call recordings, transcripts, duration, and AI coaching summaries.
Emails	Sent and received emails with open/click tracking indicators.
SMS	SMS conversation thread — sent and received messages in chronological order.
Meetings	Scheduled and past meetings with notes and outcomes.

Adding notes with @mentions

Switch to the Notes tab and type in the text area. To notify a team member, type @ followed by their name — a dropdown appears for selection. The mentioned teammate receives an in-app notification linking directly to this lead.

Notes are internal only — your leads never see them. Use notes for handoff context, meeting prep, or flagging issues for your team.

Activity timeline

Below the tabs, the activity timeline shows every interaction with the lead in reverse chronological order — calls, emails, SMS, status changes, notes, and tasks. This gives you a complete picture of the relationship at a glance.

Frequently asked

Can I edit a lead's info without opening a form?+

Yes. Every field in the left column is inline-editable. Click the value, make your change, and it saves automatically.

Where do I see Cori's AI coaching for a call?+

Open the Calls tab and expand any call record. The coaching score, summary, and next steps appear below the transcript.

How do I delete a lead?+

Scroll to the bottom of the detail page and click Delete Lead. You will be asked to confirm. Alternatively, use bulk delete from the leads table.

Can I merge two duplicate leads?+

Yes. Ask Cori to merge duplicates, or use the Database Intelligence feature to identify and merge duplicate records. All activity history from both leads is preserved.

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Last updated 16 Jun 2026 · Applies to: Asan CRM