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6 min readBasicAgentManagerAdmin

The lead card — full tour

Everything on a lead's card, top to bottom: status, stages, AI insights, actions and details.

The lead card has no tabs — it's one page, ordered the way you work: who → what matters → what to do now.

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Steps

  1. 01

    Top strip: who the customer is

    • Status circle — click for the status menu.
    • Name — click for Quick edit (name, nickname, phone, contacts).
    • X days in process and Lead details.

    You may see a banner: Back from paused, Returning lead ("Inquiry #N") or a paused lead's return date.

  2. 02

    The stage bar

    New → Discovery → Proposal → Negotiation → Closing.
    Clicking a stage changes the status accordingly (e.g. Proposal = Proposal sent).

  3. 03

    "What to know" — AI's summary

    AI reads the whole history and summarises:

    • Who.
    • What matters to the lead.
    • What the lead wants.
    • Main blocker — what's stopping them from closing.
    Tip: Before the first call there isn't enough to go on — it fills in after calls and messages.
  4. 04

    "What to do now" — the next step

    Lead card›What to do now
    • A goal with urgency (high / medium / low).
    • The Close chance ring — hover for the breakdown.
    • What to say — a ready script; Copy copies it.
    • Actions: Call · WhatsApp · Email · Schedule meeting · Reminder. The recommended channel is highlighted.
  5. 05

    Your personal coach

    On Personal coach: click Open ←. A drawer shows:

    • Path to closing.
    • Objections and answers.
    • What I learned from the last call.
    • Call feedback: What worked · Do differently · Missed opportunity.
  6. 06

    "Lead details" — money, source, owner

    Click Lead details:

    • Deal value, Net profit from lead, Acquisition cost.
    • Handling agent (pencil to change), Stage, Intake channel.
    • Deals — the customer's deal history.
    • Ad journey and UTM details — which ad they came from.

Questions

A lead link says "Lead not found or no access".

It belongs to another rep or a team you can't see. Ask a manager to assign it to you.

Where's the WhatsApp conversation?

WhatsApp messages appear in the activity timeline in the side panel. See Activity timeline & recordings.

How do I send a colleague a link to a lead?

Copy the page address while the lead is open (/dashboard/leads?leadId=...). They'll see it if they have access.