Displaying Lead Details

You can display lead details by using the Leads list.

To display lead details

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. To view the related items for the selected lead, tap the following name in the list in the side pane:

   • Opportunities. Shows the opportunity information for the lead. For more information, see Modifying Opportunity Information for a Lead.