Overview
The Lead Details screen provides an in-depth view of a specific lead, helping you better understand why and how it was delivered to particular clients, buyers, or teams.
How to Access
Open any list view containing leads
Select a lead
Click Open from the top toolbar or, right-click the lead and choose Open in new tab
Lead Data Sections:
From the main toolbar, you can view multiple options that will provide you with critical information about the history of this lead, the path it took, and how you received it from a Lead Source.
You can view the following information from this view:
General Information: View the lead’s core details
View Change History – Track how the lead data was injected and how it has changed since intake. You can also see if this information was manually changed by a member of your team
View Insert Request – See the raw submission data you received from your website, landing page, form, or third-party provider
View Process Flow – Review the step-by-step path this lead followed when accepted or rejected, and what happened next based on your lead delivery settings.
View Deliveries – See which delivery attempts were made, based on manual or automated processes
General Information: Displays system-generated info such as:
Channel - the entry method for the lead (Web, Phone, Chat, Ping/Post)
Lead type and unique ID
Timestamp of entry to LeadExec
Source and campaign
Assigned user
Category (i.e., the sub-categorization created for this lead type from the Lead Type Settings)
Lead Information: Displays the submitted lead data, organized according to your Display Group setup for that lead type
Subtabs
Deliveries: View all delivery attempts for this lead, including:
Date of attempt, buyer name, result of delivery attempt, and sale price
Delivery flow diagram
Request and response payloads
Delivery notes
Resend and Delete delivery options
Properties: See key attributes of the lead, such as:
Verification timestamp, status, and user
Return status and reason
Lead cost, delivery count, and total revenue
Max send count
Toggle for lead data removal from LeadExec
Files: View, download, or attach files related to the lead
Appointments: Displays any appointments booked via the Client Portal
TCPA: Shows the result of TCPA validation checks
Call Details: Stores recordings and details of the call events (for phone leads)
Conversations: Includes available chat conversations (for chat leads)
Integrations – Lists any integrations the lead went through during intake (e.g., TrestleRC), along with the relevant details
Best Practices
Begin with Deliveries and Properties to quickly assess delivery history and lead status.
Use Files and Appointments tabs for additional context and documentation attached to leads.
Audit delivery paths using the Deliveries tab and ensure auditing with historical data.
Track TCPA compliance and consent via the TCPA tab to meet regulatory standards.
Monitor Communication Channels: Review Calls and Conversations tabs for actionable insights and quality checks.
Check Integrations to confirm any external tools or scripts correctly influencing lead data.
Troubleshooting
Lead Details Not Opening
Ensure the lead is selected from a valid list view and you have the appropriate access permissions.Subtabs Missing or Empty
Verify that data exists for delivery attempts, files, appointments, calls, or integrations—these will only appear if logged.Metadata Discrepancies
If lead information seems incorrect, check your Display Group settings or lead source field mappings.