Need more than the summary on a lead’s card? Open their contact record to see their details.
Find them in Contacts
Open Contacts in the left menu.
Choose Smart Lists.
Use the search box to find the person by name or email. Then click their name in the results.
Click the screenshot to see it full size.
This example uses a fictional name to show you where to search. No client information is shown.
Already on the Leads page?
Find the person’s card and click their name to open the contact record.
The Leads page shows where an inquiry is in your follow-up process. The contact record holds the person’s details. If a summary looks incomplete, open the record before assuming information is missing.
How do I add a note to a lead?
Open the person’s contact record using the steps above.
Click the Notes icon on the right side of the record.
Click Add. Enter a title if useful, then write your note in Description.
Click Save.
Use notes to record your follow-up and the next step for your team. You do not need to submit the Lead Capture Form again just to add a note.
Lead Capture Form Submission Notes holds the notes entered when the inquiry was first logged. The Notes panel is where you can add later updates.
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