The lead profile explained
Everything on a lead’s page, from the action bar to the activity timeline.
Updated 23 September 2026
The action bar
Along the top: the company name (click to rename), the lead status, Magic Enrich, Note, Email, SMS, WhatsApp, Book meeting and Call. If your workspace has custom activity types, they’re in the menu here too.
Details
The left column has a Details tab with About, Address, Tasks, Meetings, Opportunities, Contacts, Hiring roles and your Custom fields. Each contact has Get email and Get phone buttons to reveal their details.
Timeline
On the right is the full history: emails, calls, messages, notes, meetings and documents. Filter it by All, Important, Conversations, Notes or Documents. Write emails, texts, WhatsApp messages and notes straight from the timeline.
Tip. Use the ← and → keys to move between people at the same company.
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