Back to app
Work a lead

Work a lead

Qualify a lead and convert it into an opportunity — review details, relationships, and activity.

Reviewed OperatorVertiqa 1.54+

The lead detail page is where you decide whether a deal is real and, when it is, promote it into your opportunities pipeline. The page is a single scrolling view made of cards rather than tabs.

Sections on the page

  • Details — value, expected close date, pipeline, stage, and owner.
  • Relationships — the linked account and contact.
  • Activities — the lead's recorded touches; email activity opens as a readable card.
  • Notes — context captured against the lead.

Common tasks

  1. Edit lead fields. The header Edit button opens a form (name, account, contact, value, expected close date, status). Fields are edited in the form, not inline.
  2. Convert to opportunity. The header Convert to Opportunity button is the main forward step — it opens a short gate where you confirm the amount (exact or a range), the expected close date, and the next step, then promotes the deal. The opportunity keeps the same record, so its history carries over. (Stage moves themselves happen on the pipeline board, not here.)
  3. Capture activity. Calls, emails, and notes recorded elsewhere against the lead show up in the Activities and Notes cards.

Tips

  • Keep the close date honest. Forecast quality is downstream of clean dates.
  • Don't convert too early. Promote when the contact is engaged, the scope is recognizable, and a budget and timeline are plausible — see Lead vs opportunity.
  • If a lead came from an inbound inquiry, a draft-assist card helps you turn that first message into a clean lead.