Overview
Viewing lead information via the Leads List view provides valuable insights into your lead's properties, lead scoring, change history, and more. You can open individual leads to access detailed data, which is especially useful when you need to update or analyze specific entries.
You have several options to provide more detail or View Details on a lead when you open a lead.
You can view
Deliveries - This option highlights where a lead was delivered, and if it was Accepted or Rejected by your buyer.
You can also view the delivery diagram from this modal, the Post Request, Response from your client, any Notes, Resend the Lead, or Delete the lead.
Properties - This will allow you to see the date this lead was verified, its status, return reason, cost, send count, revenue, and if there is an auto removal or removal date.
Files - This option allows you to view or add files to the lead.
Appointments - This option allows you to view any current appointments associated with this lead.
TCPA Certification - This option will show you the TCPA validation results if enabled. You can view if the lead provided consent, has a mobile phone and if a particular lead views the consent text.
Other available options from Lead Details on the main toolbar
View Change History - This option will allow you to see any manually made changes on this lead.
View Insert Request - This option allows you to see what was posted into your LeadExec account by your lead source.
View Process Flow - Viewing the Process Flow allows you to get a visual breakdown of the steps this lead went through to be validated or rejected by LeadExec.
View Deliveries - This option lets you see where this lead was delivered, the price you paid, and the price you sold the lead.
Best Practices
Start with Deliveries and Properties
Begin with these tabs to understand the lead’s history, current status, and revenue implications.Keep Supporting Files Organized
Use the Files tab to store related documents or context, enhancing clarity on the lead’s background.Audit Lead Changes
Leverage Change History to monitor manual updates and ensure accurate tracking.Visualize the Process
Use Process Flow to identify where leads may be delayed or blocked, streamlining troubleshooting.Validate Data Integrity
Confirm TCPA compliance within the TCPA Certification tab, ensuring consent and legal standards are met.
Troubleshooting
Can't Open Lead Details
Verify you're on the Leads List view and you have permission to view the lead—ensure the lead is not archived or filtered out.Deliveries Tab Empty or Incomplete
Make sure any delivery attempts actually occurred and check system integration settings.Missing Change History or Insert Data
These features are only accessible when that metadata was captured during submission or dynamically updated.