Review a lead record

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.

Status: Draft, not yet re-verified
Who can do this: Organization owners, Managers, Staff
Required access: organization.membership
Where in PositiveForm: /leads/:leadId

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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.

Steps

Open the lead (from the board, All leads, or a deep link /leads/:leadId).
Review Overview for contact and stage context.
Open Trials for scheduled trial classes.
Open History for logged activity.
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.
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

Recovery

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

CRM-002
CRM-004