# Review a lead record

> PositiveForm guide · Leads and trials · CRM-003
> Canonical page: https://positiveform.com/guides/leads/review-lead-detail/
> This Markdown: https://positiveform.com/guides/leads/review-lead-detail.md

**Summary:** Open a lead record and review its lifecycle, activity, and safe contact context. The canonical lead route shows permitted details and links to the next action.  
**Who can do this:** Organization owners, Managers, Staff  
**Required access:** `organization.membership`  
**Where in PositiveForm:** `/leads/:leadId`  
**Status:** Draft: not yet verified against a deployed PositiveForm build. Labels may differ.

> Draft: the exact email preview and test-to-self steps are implemented but still need a deployed-demo replay. The retained screenshot and verification below document the previously deployed workflow.

## Who this is for

This guide is for **staff** opening one lead to review lifecycle, activity, and
next actions.

## Before you begin

- Have a lead id from the board or **All leads**, or open a card from
  [Work the lead pipeline](https://positiveform.com/guides/leads/work-lead-pipeline/).

## Steps

1. Open the lead (from the board, **All leads**, or a deep link
   `/leads/:leadId`).
2. Review **Overview** for contact and stage context.
3. Open **Trials** for scheduled trial classes.
4. Open **History** for logged activity.
5. Use **Edit** / **Save** for field changes. For outbound mail, choose **Send
   email**, finish the draft, click **Preview email**, verify the final render,
   and then click **Send email**. Use **Log** with **What happened?** for notes.
6. When ready, choose **Convert to member** or **End**.

## Expected outcome

The canonical lead route shows permitted details and the next action without
jumping through unrelated pages.

## Screenshots

![Lead detail with Overview, Trials, History, and actions](https://positiveform.com/guides/media/CRM-003/20260729T235000Z/000-start.webp)

## Recovery

If the lead 404s, confirm the id and location. If a tab is empty, that can be
normal for a brand-new inquiry.

## Related guides

- CRM-002
- CRM-004

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