Lead Profile Insights

The Lead Profile is your main workspace for any single lead. Here's a quick tour of its different parts so you know where to find everything.

The Summary Tab (Main View)

This is the first thing you see. It contains:

• Lead Information: The lead's name, email, phone number, etc.
• Quick Actions: The instant communication buttons (💬 WhatsApp, 📞 Call, ✉️ Email).
• Comments Section: Your digital notebook for the lead.
• Timeline: A quick look at the most recent activities.