Understand Additional Lead Information
Understand Additional Lead Information
The lead details screen can show more than a name and contact method. The fields shown depend on the active workspace, the selected deal, and your permissions.
Review the lead header #
The header can show:
- The lead name or another available lead identifier.
- The current pipeline stage.
- The deal Value, when a deal is selected.
- A lead picture or initials.
- Communication actions.
If a lead has more than one deal, deal selectors can appear in the header. Select the deal you want to review before reading deal-specific information.
Image placeholder: Replace this image path with the final additional lead information screenshot when it is available.
Review the Details section #
The Details section can include:
- Assigned To — The teammate currently assigned to the lead.
- Submitted At — The date and time the lead was submitted, when available.
- Full Name
- Phone
- Status
- Date of Birth
- Lists
- Tags
- Other standard lead fields enabled for the workspace.
You can select Claim lead when the action is available and the lead is unassigned. Users with reassignment permission can select a different teammate.
Review custom and system fields #
Additional field groups can contain custom or system fields. Tap a group to expand or collapse it. Some system information is read-only and can be shown with a read-only indicator.
Field values can include source, tracking, integration, or other workspace-configured information. PloverCRM shows only fields that your role can read.
Understand missing fields #
A field may not appear when:
- It has no value and is not editable in the current mode.
- The workspace does not use the field.
- Your role cannot read the field.
- The field belongs to a different selected deal.
What happens next #
Use Options to edit available fields, share the lead, add it to your phone book, or delete it. See the related articles for each workflow.
