Lead detail view

Click a lead’s name in Leads (or View in Submissions) to open the full record. It brings everything known about one person onto a single page.

What the page shows

• Latest Info: the most recent value the lead submitted for each field, across every form they have filled in
• Files Engaged: every file they have accessed through any submission, with when they first accessed it and last seen
• Submission History: each form fill, in order, with its own field values
• Visits: how many times the lead has come back and submitted
• Device, browser and location when detected. See Lead intelligence

With Pro

• The lead’s score and tier badge, and their pipeline stage
• Tags and segments
• Email sequence enrollments and open or click activity
• Orders they have placed

Long values

Long values such as URLs or pasted text wrap inside their cell instead of stretching the page, and the tables scroll on small screens.

Common uses

• Preparing for a sales call: see what they downloaded and what they told you
• Answering a support request from that person
• Handling a deletion or export request for one individual