Working a lead (Lead Detail)
Call, message, log activities, add tasks and change status from one screen.
Where: Work → Leads → tap any lead
9:41●●● ⛶ ▮
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Lead
RM
Rohan Mehta⚑Follow Up
AED 1.2M
Negotiation · Stage 7 of 8
📞
✓
✉
Mobile+971 50 123 4567 ›
TypeBuyer ›
StageNegotiation ›
SourceReferral ›
Labels
VIPInvestor
- Tap Call, WhatsApp or Email — they open the action and then a pre-filled Log Activity sheet so the touch is recorded.
- A stage progress bar near the top shows where the lead is, with a small status flag beside the name.
- Type, Stage, Source and Campaign are editable right here — tap one to change it, or "Add new" inline.
- Changing the Stage sets the lead's Status automatically.
- Tap the status flag to open the Set Status sheet for the three hand-set dispositions: Follow Up, On Hold and Future Client.
- Switch between the Tasks and Activities tabs and add to either.
- Tap a task's circle to mark it done; swipe a row left to delete it.
- 3-dot menu → Convert to Client to create a client record from this lead.
💡 Good to know — Deleting a lead that still has pending tasks or activities shows a "Delete Everything" warning and removes them together. This cannot be undone.
Still need help? Email hello@biznetworx.ae.