Use a lead's profile and timeline
Everything about one person: contact details, notes, follow-ups, calls, emails, documents and the timeline.
The steps at a glance
1In the menu on the left, tap Leads. On a phone, tap the ☰ menu button at the top first.
2Tap their name. Their profile slides open.
3Tabs across the top: Overview, Details, Book, Calls, Emails, Portal, Sign, Invoices.
4Under Follow-up tasks, type what to do, pick a quick date like Tomorrow 9am, then tap Add follow-up.
5Under Notes, write what you talked about and tap Save note.
6Scroll to Timeline to see everything that happened, newest first.
✅ How do I know it worked?
- Your note and follow-up appear on the Timeline.
⚠️ Common mistakes
ProblemYou can't see a passport number.FixSensitive fields are hidden. Only managers and the assigned person can tap Show.
ProblemThe Details tab is empty.FixChoose your business type (or add fields) in Settings so the right questions appear.
