Lead: Tabs Section

Use tabs when creating a new lead to add the information on activities that took place, lead contact data and some additional details that will be helpful for upcoming marketing communication.

 

Tab

Used for

Activities

Tab collects the list of activities that are connected with the current lead.

To add a new activity, click the Create new, and you will be taken to the Activities page.

Contacts

Tab contains fields for detailed contact information, such as phone, e-mail, Skype ID, Website, country, region, city, ZIP code, street, house, and apartment.

To create a compiled full address, click Fill full address button.

Other

Tab contains the additional information about the lead, such as annual revenue, number of employees, any notes or comments and attachments (external files or links in any format).

 

 More information

Lead
Create a New Lead
Lead: General Area