Lead Detail Page

The Lead Detail Page provides a complete view of a single prospect. To access it, simply click on any lead from the main list view. The page is organized into several tabs, making it easy to find and manage all related information.

Overview Tab

This is the main tab, containing the lead’s core information:

• Contact Information: First Name, Last Name, Email, and Phone Number.
• Address: The property address associated with the potential claim.
• Details: A free-text field for any additional notes or context about the lead.
• Custom Fields: Any custom fields you have configured for leads (e.g., “New Field,” “Property Type”) will also appear here.

Activity Tab

The Activity tab functions exactly like the one in the Claims section. It provides a chronological feed of all interactions with the lead, including notes, emails, and phone calls. You can add new activities, attach files, and log billable time here.

Staff Tab

This tab shows which of your internal users are assigned to or involved with the lead. You can add or remove staff members as needed to manage assignments.

Tasks Tab

Use the Tasks tab to see goals and tasks for this lead. Add a goal or task, track progress, and open a task to set its status, due date, priority, people, and discussion. See Managing Tasks for more.

Choose Open, Done, or All, then use Filters and the sort dropdown to focus your work. Filters stay within the current lead. Saved views are available in Goals & Tasks from the main menu.

Files Tab

The Files tab is the document repository for the lead. You can upload any relevant files, such as photos, initial correspondence, or unsigned documents.

The Files tab uses the shared file manager experience, including:

• Grid or List View options
• Sorting controls
• Folder organization tools
• Download All ZIP export

If a lead is created from Weather Analysis, the generated weather verification PDF is added to the lead’s files automatically.