View Lead Details
View Lead Details
Open a lead from the PloverCRM mobile app to review its contact information, pipeline details, activity history, and reminders.
Open a lead #
- Open All Leads.
- Search or filter the list if needed.
- Tap the lead row.
- Wait for the Lead Details screen to load.
Image placeholder: Replace this image path with the final Lead Details screenshot when it is available.
Use the lead details tabs #
The available tabs can include:
- Lead — Review the lead’s contact, assignment, stage, value, lists, tags, and other available fields.
- Activity — Review the activity timeline and add activities when your role has access.
- Reminders — Review, create, update, complete, or delete reminders for the lead.
Activity access can depend on workspace permissions.
Open the Options menu #
Tap Options in the Lead Details header to view the actions available to you. These can include:
- Edit Lead
- Share Lead Details
- Add to Phonebook
- Delete Lead
The actions shown depend on your permissions and the lead’s available information.
What happens next #
Use the related lead articles to update information, contact the lead, record work, manage reminders, or remove the lead when appropriate.
Troubleshooting #
Lead not found
PloverCRM can show Lead not found when the selected record is unavailable or you no longer have access to it. Return to All Leads and search again. If the issue continues, ask a workspace administrator to confirm access.
A tab or action is missing
Your role may not have permission to view or update that part of the lead. Workspace configuration can also affect the fields and actions shown.
