Leads Detail Page

View the lead details such as the address, related activities, history, and campaigns. You can create and manage any of this information from the appropriate sub-panel.

To edit the lead information, click Edit, make the necessary revisions, and click Save.
To duplicate the information, click Duplicate. You can then make modifications to the record and save it as a different lead. The system displays the new record in the list on the Leads Home page.
To find duplicate records, click Find Duplicates.
To view or merge data from external data sources, click Get Data. This button displays only if the system administrator has enabled this functionality.
To manage newsletter subscriptions, click Manage Subscriptions. To add the individual to a newsletter subscription mailing list, select the newsletter from the Available Newsletters list and drag it to the Newsletters Subscribed To list. Similarly, to remove the individual from the mailing list of a newsletter, drag the newsletter from the Newsletters Subscribed to list to the Available Newsletters list. Click Save to update the information.
To delete the lead, click Delete.
To track changes made to lead information over time, click the View Change Log link.
To convert the lead to a contact, click Convert Lead. On the Convert Lead page, you can change the contact or account information. In the Related Records sub-panel, select the appropriate box to create an opportunity or an appointment.
On the Convert Lead page, to associate a note or an attachment for the contact or the related account, click the Create Note or Attachment link.