View sales lead details

Overview

Before you start

[!IMPORTANT] - Role permissions: The current employee must have View permission for the Sales Lead object. - Visible scope: Sales reps can view Leads they own, participate in, or receive through sharing. CRM administrators can view all Leads in the system. Only CRM administrators can view Voided Leads.

Steps

Step 1: Select a preset view to filter Leads

1. In the main menu, go to CRM > Sales Leads.
2. In the upper-left corner of the list page, click the View selector drop-down menu and select a preset view.
   • Sales Leads for me to follow up: Shows Leads where the current user is the Owner and the status is Pending or In Follow-Up.
   • My overdue Sales Leads: Shows Leads where the current user is the Owner and the status is Overdue.
   • Sales Leads owned by my subordinates: Shows Leads owned by subordinates of the current user.
   • Participated by me: Shows Leads owned by the current user or Leads where the current user is on the related team.
   • Shared with me: Shows Leads shared with the current user or department through data sharing rules.
   • Owned by departments I manage: Shows Leads owned by the main department that the current user manages and its subordinate departments.

Step 2: Open and review the details page

1. In the filtered list, click the Name or Company Name of the target Sales Lead.
2. On the Sales Lead Details page, review the information in each area:
   • Basic information area: Shows status, source, industry, mobile phone, WeChat, and other communication information.
   • Sales Records tab: View and add visit records, call summaries, and follow-up history.
   • Related Team tab: View team members with collaborative read and write access to the Lead.
   • System information area: View creator, creation time, and Owner change history.

Expected results and verification

• You can filter the target Lead list through preset views.
• You can review the complete follow-up history and status changes of the Sales Lead.

Troubleshooting

• If the operation fails, check permissions, object status, and target scope first.

[!NOTE] Glossary alignment: View Details, Filter Scenario, Related Teams, Created On, Visibility, FAQ.

Related topics

• Sales Lead overview
• Create a Sales Lead
• Process Leads
• Record Lead follow-up