# Lead page

> [HTML Version](lead_page.html)

A lead’s page stores all the important information about a lead: the company’s name and contact person, current tasks, status, etc.

By default, the page includes a [sidebar](#side-panel) and three tabs: [General](#general-tab), [Marketing](#marketing-tab), and [Linked Emails](#linked-emails-tab).

You can customize lead pages, for example, add or delete fields.

**(lead-page-1.png)**



## General tab

### Activity stream

The left part of the lead page features the **activity stream**. Here you can discuss the lead with track the history of work on the lead.

Moreover, the activity stream stores the [recordings of incoming calls](work-with-call.md) from contacts specified on the lead page as well as their duration and date. You can listen to the recordings and leave brief comments under them.

**(lead-page-2.png)**

Note that in come BRIX versions incoming call recordings are not displayed by default.

How to enable the option

1. Open the menu of the **Leads** app and select **Form Settings**.

2. In the window that opens, switch to the **View** tab.

3. Click **Edit Form**.

4. The interface designer opens. On the modeling canvas, select the **Object activity stream** widget.

5. Open the widget’s settings.

**(lead-page-show-recordings.png)**

6. On the **Main** tab, in the **Merge with the activity streams of the items specified in the field** select **Contacts**.

7. Save the settings and publish the form.

### Lead tasks

To the right of the activity stream, you can see all the current and completed tasks associated with the lead. To schedule a new activity, click the +**Task** button and select the type of activity you need from the drop-down list: **Call**, **Meeting**, **Webinar**, **Email**, or **Task**.

Read more about working with activities in the [CRM tasks](360012911980.md) article.

**(lead-page-3.png)**

## Lead details

Above the **Activity stream** and **Tasks**, you can see basic information about the lead. Additional data about the contacts, the company, and the associated deal can be found in the [sidebar](#side-panel).

To add or change the lead‘s data, click the **Edit **button. In the form that opens, you can do the following:

- Specify the [Product](crm_objects.md#product) that the customer is interested in.

- Add the [Lead source](crm_objects.md#lead-source) or the [Marketing activity](crm_objects.md#marketing-activities) that the lead was generated from.

- Specify the **Sales-readiness**: (**Informed**, **Interested**, or **Urgent need**).

- Add the associated [company](360012584980.md).

- Add the associated [contact](360012584960.md).



The lead’s page also displays the **Qualification type** field. Once the lead is [qualified](lead_status.md#qualification_proccess), the qualification method will be displayed in this field. It can be:

- Creating a deal and company.

- Creating only a company.



Find out more in the [Change status and qualify a lead](lead_status.md).

Moreover, you can customize the page by adding or deleting fields. Read more about how to do it below, in [Customize the lead page](#settings).

## Marketing tab

On the **Marketing** tab you can specify the [Lead source](crm_objects.md) and [Marketing activities](crm_objects.md) the lead was generated from.

Moreover, this tab shows data collected using UTM tags.

Properties for UTM tags are added to the context of the **Leads** app by default:

- **utm\_source**. Where the traffic came from. 

- **utm\_medium**. Traffic type.

- **utm\_campaign**. Name of the marketing campaign.

Using the information on this tab, you can identify the source that most leads came from and analyze your marketing team’s efficiency.

**(lead-page-4.png)**



## Linked Emails tab

If you linked your email inbox with the [Email](email-workspace.md) workspace, you can manually [link emails with leads](link-email.md).

Emails are displayed on this tab using the [Linked emails](linked-emails-widget.md) widget. Users who have the [permission to view](element-right.md) the app item can see the entire conversation with the customer.

Use the search bar to find the required email by keyword in its body. For an advanced search, click the filter icon and set the parameters.

To read the full email content, click its title or body.

You can also [unlink](link-email.md#delete-link) an email from a lead page if you have permission to do so. To do this, click the **(bind_table-icon.png)** icon and confirm the action.



**(lead-page-5.png)**

Note that if the [tab](tabs.md) and the **Linked Emails** widget are not shown on lead pages, you need to add them to the form manually. Read more about it in the [Form templates](360029250931.md) article.

## Sidebar

By default, the sidebar is displayed on the right side of the lead page, no matter which tab you are viewing. Here you can see information about the employee responsible for the lead, the lead’s pipeline, status, duplicates, and recent activity associated with it.

### Responsible sales rep

If you don’t specify a responsible sales rep when [creating](create_delete_lead.md) a lead, you can do it later on the lead’s page.

To do that, use the following buttons:

- **Start work**. The employee who clicks this button is automatically assigned to the lead.

- **Assign**. Click this button to select a user from a drop-down list and assign them to the lead.

**(lead-page-6.png)**

After the sales rep is specified, the lead’s status changes from **New** to **Processing**.

### Lead pipeline

On the sidebar you can see the [pipeline](leads_pipeline.md) the lead belongs to.

Users with the [permission to edit app items](360007527512.md#assign) can move a lead to another pipeline by clicking **Change**. This is possible if the [administrator](360006871932.md#administrator) created several pipelines and allowed moving leads in the settings of the [Pipeline](pipeline_widget.md) widget. Read more in [Move a lead to another pipeline](change-lead-pipeline.md).

**(lead-page-7.png)**

### Lead statuses

The sidebar displays the current status of the lead.

If [manual status change](leads_pipeline.md#settings) is enabled in the pipeline’s settings, users with [editing permissions](360007527512.md#assign) can assign a different status to a lead.

To do it, click the pencil icon next the current status name and select the new status.

**(lead-page-8.png)**

The default lead statuses are:

- **New**. This status is assigned to all newly created leads.

- **Processing**. Work with the lead is in progress, a sales rep is nurturing it.

- **Qualified**. You can set this status if the client is highly interested in the product. During the qualification process, you can create a new deal or company.

- **Unqualified**. Assign this status if the customer is no longer interested in buying.

Status changes are recorded. The date when a lead’s status changed is written to its activity stream. On the [Kanban board](leads_layout.md), you can see how many days ago each lead was assigned the current status. For more information on working with statuses, read the [Change status and qualify a lead](lead_status.md) article.

You can also move a lead to another pipeline if the [administrator](360006871932.md#administrator) allowed it in the settings of the [App item status](app_element_status.md) widget. Read more in [Move a lead to another pipeline](change-lead-pipeline.md).

### Company and contacts

The sidebar also shows information about the counterparty, the contact person, and the deal that the lead was qualified into. If the company or the contact cannot be selected from the existing entries, you can create the app items you need by clicking the plus button. You can also click **Edit** to select an existing entry from the associated app. 

### Duplicates

By default, the lead page includes the [Duplicates](duplicates_widget.md) widget. If you enabled duplicate detection rules for the **Leads** app, the widget will show matches found during duplicate search or items merged with the current lead.

Read more about duplicate detection in the [Duplicate processing in CRM](duplicates.md) article.

**(lead-page-9.png)**

### Most recent activity

The [Most recent activity](last-activity.md) widget in the right sidebar shows the date a user planned work on the lead or interacted with its page. The data is shown in the following way:

- The start date of the most recent scheduled [CRM tasks](360012911980.md) and the number of days remaining until its completion are displayed first.

- If all tasks for a lead are completed, the date of the comment left in the [associated activity stream](360014352191.md) or the item's status change is displayed.

Showing recent activity allows you to track leads that sales reps haven’t worked with for a long time. For instance, you can create a business process to notify the responsible employee that a lead needs to be marked as lost because sales reps haven’t worked with it for a long time.

## Customize the lead page

You can customize lead’s page according to your needs. For example, you can re-arrange, add, or delete fields as well as mark them as required or read-only.

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Only users included in the [Administrators](360006871932.md#administrators) group can customize the forms of the **Lead** app.

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To start editing the lead page, click the **(Gear-icon.png)** icon next to the **Lead** app and select **Form Settings** in the menu.

A window with the list of fields used on the page will open.

**(lead-page-10.png)**





Switch to different tabs to customize the creation, editing, and view forms. Read more about working with forms in the [Configure forms in Advanced Mode](360028941032.md) article.

These settings will be applied to all lead pages in all the pipelines.