> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/contacts/leads-common-questions/contacts-overview-and-detailed-information.md).

# Contacts - Overview and Detailed Information

Efficient lead management is essential to the success of any sales operation. To make this process easier, the platform provides a dedicated area where you can view, consult, and manage information for all leads registered in the system. In this article, you will understand how the **Lead Overview** screen works, which information is presented, and how to use it to optimize your business opportunities.

***

### 📊 Lead Overview

The Overview screen contains the list 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:

* **Lead 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 custom information.
* **Quick Search:** Field to locate leads by name, e-mail, phone, or other custom fields.
* **Advanced Filters:** Allows you to segment leads by source, status, owner, creation date, or any other custom CRM field.
* **Custom Sorting:** You can organize leads in alphabetical order, by creation date, last update, or funnel stage.
* **Bulk Actions:** Feature to perform simultaneous changes on multiple leads, such as status changes, deletion, or sending messages.

***

### 📋 Detailed Lead Information

When accessing a specific lead's record, you will find complete information organized into different sections:

#### 📌 Main Data

* **Full Name**
* **Phone number(s)**
* **Email**
* **Lead Source**
* **Creation Date**
* **Current Status**
* **Sales Funnel Stage**
* **Lead Owner**

#### 📌 Custom Fields

Displays custom additional 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 activities related to the lead are recorded:

* Email sending
* 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

Ability to attach files, contracts, images, or other important documents to the lead.

#### 📌 Tasks and Activities

List of scheduled or completed tasks for that lead, with defined deadlines and owners.

***

### 📈 Usability and Operational Management

#### 📌 Direct Actions in the Overview

In addition to 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 lead list and save filters and sorting as personal preferences.

{% embed url="<https://drive.google.com/file/d/1Ig87TCEtGtXLF6IV0tEsJ8ctdsDMIpmZ/view?usp=sharing>" %}

### Conclusion

The screen of **Lead Overview and Information** is essential for managing the sales database in an organized way, allowing quick access to the most important data and ensuring effective tracking of opportunities. Use the available filters, customizations, and features to make your operation more agile, segmented, and strategic.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/contacts/leads-common-questions/contacts-overview-and-detailed-information.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.