Lead Portal
You use the Leads portal to maintain leads. This portal contains the following zones:
- Lead: Displays the basic information about the lead.
- Lead Events: Displays the events associated with the lead in chronological order.
- Related Leads: Displays the leads that are related to the current lead’s related objects (e.g. account).
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Attachments: Displays uploaded documents that are related to the lead.
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Notes: Displays all notes for the lead and its lead events.
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Third Party Event: if a third party lead event exists, this zone displays the lead event’s information, including the event steps