Contacts - Overview and Detailed Information

Efficient Lead management is essential for the success of any commercial operation. To facilitate this process, the platform provides a dedicated area where you can view, consult, and manage the information of all Leads registered in the system. In this article, you will understand how the Leads Overviewscreen works, what information is presented and how to use it to optimize your business opportunities.

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📊 Leads Overview

The Overview screen concentrates the listing of all registered Leads, allowing you to filter, search and access specific details in a practical and intuitive way.

📌 Overview Screen Features

Check out the main actions and information available:

• Leads Listing: Displays the Leads registered in the system in a table format, showing configurable columns such as: Name, Phone, E-mail, Status, Funnel Stage, Creation Date and other customized information.

• Quick Search: Field to locate Leads by name, e-mail, phone or other customized fields.

• Advanced Filters: Allows segmenting Leads by source, status, owner, creation date, or any other custom CRM field.

• Custom Sorting: You can organize Leads alphabetically, by creation date, last update or funnel stage.

• Bulk Actions: Function to make simultaneous changes to multiple Leads, such as status change, deletion or sending messages.

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📋 Detailed Lead Information

When accessing the record of a specific Lead, you will find complete information organized into different sections:

📌 Main Data

• Full Name

• Phone(s)

• Email

• Lead Source

• Creation Date

• Current Status

• Sales Funnel Stage

• Lead Owner

📌 Custom Fields

Displays additional personalized information created according to the operation's needs, such as CPF, CNPJ, Job Title, Company Name, among others.

📌 Interaction History

Area where all contacts and movements related to the Lead are recorded:

• Sending e-mails

• Calls (when integrated with VoIP)

• Messages sent via WhatsApp or other integrated channels

• Status or stage changes

• Notes made by the team

📌 Attachments and Documents

Possibility to attach files, contracts, images or other important documents to the Lead.

📌 Tasks and Activities

Listing of tasks scheduled or completed for that Lead, with deadlines and assigned responsibles.

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📈 Usability and Operational Management

📌 Direct Actions in the Overview

Besides viewing, you can perform quick actions directly on the Overview screen, such as:

• Change owner

• Modify status or stage

• Send message

• Start automation flow

• Delete or edit Lead information

📌 View Customization

You can configure which columns you want to display in the Leads listing and save filters and sortings as personal preferences.

Conclusion

The Leads Overview and Information screen is essential for organized management of the commercial database, allowing quick access to the most important data and ensuring effective monitoring of opportunities. Use the filters, customizations and available resources to make your operation more agile, segmented and strategic.