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Lead Details Page

The Lead Details Page provides a complete view of an individual lead, including contact information, activity history, files, and internal notes. This page acts as the central workspace for managing and nurturing a lead until it is converted into a client or deal.

Purpose

The Lead Details Page helps you:

  • View complete lead information in one place
  • Track interaction history and updates
  • Manage lead data and context
  • Store related files and notes
  • Convert leads into clients when qualified

How to Access

  1. Go to Leads
  2. Click on any lead from the list

  1. You will be redirected to the Lead Details Page

Page Layout

The page is divided into two main sections:

3.1 Left Panel — Lead Information

3.2 Right Panel — Activity & Records

Header Section

At the top of the page, you will see:

Lead Name

  • Displays the full name of the lead
  • Example: Macaulay Arnold

Website

  • Shows the lead’s associated website (if available)

Action Buttons (Top Right)

  • Email Icon
    • Quickly send an email to the lead

  • Call Icon
    • Initiate or log a phone call (requires Twilio configuration)
  • Convert To Client
    • Turns the lead into a full client record — see Lead Conversion below for exactly what carries over

Left Panel — About This Lead

This section contains structured lead information.

Contact Information

Includes:

  • Website
  • Phone number
  • Email address

This allows quick communication and reference.

Address

Displays location details such as:

  • Zip Code
  • (Other fields like Country, State, City if available)

Description

A text field that contains:

  • Notes about the lead
  • Requirements or context
  • Internal observations

Last Modified

Shows:

  • Date and time of the last update
  • Helps track recent activity or changes

Right Panel — Activity & Records

This section manages all interactions and supporting data.

6.1 Tabs

Timeline (Default)

  • Displays a chronological history of events
  • Example:
    • Lead created
    • Updates made
    • Activities logged

Files

  • Stores uploaded documents related to the lead
  • Examples:
    • Attachments
    • Proposals
    • Shared files

Notes

  • Internal notes for team collaboration
  • Not visible to the lead
  • Useful for tracking discussions or decisions

Timeline Section

The Timeline provides:

  • Date-based activity grouping
  • Timestamps for each action
  • User attribution (who performed the action)

Example Entry:

  • Created by [User Name]
  • Time of creation

Key Features

Centralized Information

All lead-related data is stored in one place for easy access.

Activity Tracking

Every update is recorded in the timeline for transparency.

Quick Actions

Email, call, and conversion actions are accessible from the top.

Conversion Ready

Leads can be converted into clients directly from this page.

Lead Conversion

Convert to Client

Clicking Convert To Client requires an email address on the lead first — without one, Taskip shows an error and stops rather than creating an incomplete client.

Once conversion starts, a single loading message updates in place as each step completes (copying contact details, copying address details, copying lead notes, setting up custom fields), so you can see it working rather than just waiting. Behind that one message, Taskip:

  • Creates the client record and backfills anything it left empty: company, job title (as the client's position), phone, mobile phone, preferred contact method, address, description, and tags
  • Resolves the lead's tags to their client-side equivalents, reusing a matching tag if one already exists or creating one if not
  • Carries over custom field values, auto-creating a matching custom field on the Contacts side if the lead's field doesn't have one yet
  • Redirects you straight to the new client's page

If everything copies over cleanly you'll see a success message; if a step couldn't be copied, you still land on the new client with a warning that some details need a manual check, rather than losing the conversion entirely.

Once converted, the button is replaced with "This lead is converted to client" and a Client badge — both on this page and in the leads list — so it's clear at a glance which leads have already crossed over.

Workflow Example

  1. User opens a lead
  2. Reviews contact details and description
  3. Logs interaction or adds notes
  4. Uploads relevant files
  5. Tracks activity in timeline
  6. Confirms the lead has an email address, then clicks Convert To Client when ready

Best Practices

  • Keep lead information updated
  • Add notes after every interaction
  • Use timeline to track engagement
  • Attach relevant files for context
  • Convert leads only after proper qualification