You can find detailed information on each lead by clicking on the name.
- Name, email, phone number, links to social networkings.
This is the most important information about a lead. You can change contact information if necessary by clicking on the pencil icon. There is also a profile picture (taken from social media if available) and lead's site status: online, offline, asleep (inactive on site for more than 2 minutes).
- Communication with leads.
Send a message to chat, via email, or show a pop-up directly from lead card. The message will be shown in the conversation history with this lead.
- Lead properties, notes and segments.
Here you can find all system and manually added lead properties. The card also shows the segments this lead belongs to (based on lead properties and events).
You can add any lead property manually. For example, if a lead buys something from your offline store, you can manually add last purchase amount property.
- Event history.
List of lead events is displayed in chronological order. You can manually add any event as well. Event grouping is available for finding a particular event quickly.
- Conversation history.
Here you can find all conversations with this lead. Any of these conversations can be continued.
Important! Lead's data is not displayed in real time. Click "update" arrow at the top right corner of the card and check the updated information.