Overview
The Lead Details Screen (LDS) is the central hub for viewing and managing all information related to a single lead. It provides comprehensive tools for communication, tracking, and updating lead status, making it one of the most frequently used pages by sales representatives.
Key Functionalities
Complete Lead Profile: View all lead information, including contact details, history, and associated activities in one place.
Integrated Communication: Send emails and apply dispositions (actions) directly from the lead record.
Activity Management: Schedule appointments, add notes, and track the entire interaction history.
Document and Product Tracking: Attach relevant documents and associate products from your catalog.
Visual Tools: See the lead's location on an integrated map and, if enabled, view derived social media information.
Screen Layout and Key Tools
The Lead Details Screen is organized into several key areas:
1) Maps: Displays the lead's address on an integrated map for quick location reference.
2) Quick Search Leads: Allows the user to look for valid leads within SalesExec by first or last name, phone number, or company name.
3) Transfer: Allows the user to quickly transfer a lead to another user.
4) Email: Provides quick access to compose a new email or send a pre-built email template to the lead.
5) Actions: A dropdown menu to apply a disposition available in your workflow (e.g., "Contacted," "Callback," "Sold") to update the lead's status.
6) Additional Information:
This panel contains tabs for managing all lead-related activities and data:
Appointments: View and schedule appointments. This view also shows other appointments on your calendar to prevent scheduling conflicts.
History: A complete, timestamped log of every action, call, email, and status change for the lead.
Calls: Detailed logs and recordings (if enabled) of every inbound or outbound call event.
Voicemails: Voice mail recordings for missed inbound calls.
Emails: See a list of all emails sent to the lead with the ability to open and read each one.
Pipeline: View and edit the lead's current stage in your sales pipeline.
Notes: Add new notes or review previous notes logged against the lead.
Email Statistics: View metrics for emails sent to this lead, including delivery rate, open rate, and bounce rate.
AdobeSign Agreements (if enabled): View agreements signed through the AdobeSign integration.
Documents: Upload and store documents (like contracts or forms) directly linked to the lead.
Contacts: Link other contacts to this lead or convert the lead into a contact.
Products: Associate products from your company's Product Library with the lead.
How to Use the Lead Details Screen
Accessing the Screen
Navigate to MY LEADS.
Find the lead you want to work on in the list.
Right-click the lead and select View Lead Details or simply double-click on the lead's name.
Working a Lead from the LDS
Once the lead is open, you can:
Send an Email: Click the Email button to compose a new message or choose a template.
Log an Activity: Use the Actions button to disposition the lead after a call or interaction.
Schedule a Follow-up: Go to the Appointments tab and click Add Appointment.
Add Context: Use the Notes tab to log details from your conversation.
Update the Pipeline: Navigate to the Pipeline tab to move the lead to the next stage in your sales process.
Best Practices
Log All Interactions: Consistently use the Actions and Notes features after every touchpoint. This builds a valuable history for you and your team.
Leverage the History Tab: Before contacting a lead, review the History tab to get up to speed on all previous interactions.
Use Appointments Proactively: Schedule your next follow-up immediately after a call to stay organized and ensure no lead is forgotten.
Keep Documents Organized: Upload relevant documents to the lead's record to keep all information centralized and easily accessible.
Troubleshooting
I don't see the Pipeline tab.
The Pipeline tab may not be enabled for your account or for this specific record type. Check with your administrator to confirm your pipeline configuration.An appointment I created isn't showing in the Appointments tab.
Ensure the appointment was successfully saved and is associated with this specific lead. Check your main Calendar view to see if it exists there.The Calls section in my LDS is not showing any recordings.
Access to the Recording feature depends on your user role. Please don't hesitate to contact your administrator if you need help reviewing a call recording.