---
title: "View Lead Details"
url: "https://help.psarev.io/en/article/view-lead-details"
language: "en"
last_updated: "2026-07-23T21:13:39.947Z"
---

# View Lead Details

The lead details screen displays information about a lead and provides tools for actively managing your sales efforts toward closing the deal. The lead record persists after conversion to a customer for historical reference.

![](https://cdn-assets.productfruits.com/dfb9c628-ec49-43d0-9ab0-f18c01159d8c)

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### Header

The header bar at the top of the lead details screen displays the lead's **lifecycle stage**, **status**, **rating score**, primary **contact**, **phone**, **email**, and **last activity** date.

The following actions are available from the header.

-   Edit the lead by clicking **Edit Lead**.
-   Convert the lead to a customer by clicking **Convert to Customer**. See the [Convert Lead to Customer](https://help.psarev.io/en/article/convert-lead-to-customer) article for more information.
-   Return to the lead list by clicking the back arrow.

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### Lead Details Section

The *Lead Details* section displays core information about the lead.

Each field in the *Lead Details* section is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Lead Name** | *Name of the lead. This is the only required field to create a lead.* |
| 2 | **Identity** | *Indicates whether the lead is a Business or Residential prospect.* |
| 3 | **Lifecycle Stage** | *Current lifecycle stage of the lead, such as Lead or Customer.* |
| 4 | **Status** | *Current status of the lead, such as New or Working.* |
| 5 | **Rating** | *Indicates the lead's engagement level, such as Hot, Warm, or Cold.* |
| 6 | **Score** | *Numerical score representing the likelihood that the lead will close.* |
| 7 | **Owner** | *User assigned as the owner of this lead.* |
| 8 | **Source** | *Source from which the lead originated, such as Inbound Website. Lead sources are configured in System Tables.* |
| 9 | **Industry** | *Industry of the lead.* |
| 10 | **Company Size** | *Size of the lead's company.* |
| 11 | **Annual Revenue** | *Annual revenue of the lead's company.* |
| 12 | **Created** | *Date the lead record was created.* |
| 13 | **Last Modified** | *Date the lead record was last modified.* |
| 14 | **Notes** | *Additional context or notes about the lead.* |

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### Contact Information Section

The *Contact Information* section displays the lead's primary contact details.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 15 | **Phone** | *Primary phone number for the lead.* |
| 16 | **Email** | *Primary email address for the lead.* |
| 17 | **Website** | *Website for the lead.* |

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### Tabs

The following tabs display at the bottom of the lead details screen.

-   **Activity** - Displays activity notes recorded against the lead. Enter text in the activity note field and click **Post** to add a new note. Activity notes transfer to the customer record if the lead is converted.
-   **Contacts** - Displays contacts associated with the lead. This tab functions similarly to the contacts tab on a customer record. See the [Customer Profile: Overview Section - Contacts Tab](https://help.psarev.io/en/article/customer-profile-overview-section-contacts-tab) article for more information.
-   **Addresses** - Displays addresses associated with the lead. This tab functions similarly to the addresses tab on a customer record. See the [Customer Profile: Overview Section - Addresses Tab](https://help.psarev.io/en/article/customer-profile-overview-section-addresses-tab) article for more information.
-   **Opportunities** - Displays opportunities created against the lead. This tab functions similarly to the opportunities tab on a customer record. See the [View Opportunity Details](https://help.psarev.io/en/article/view-opportunity-details) article for more information.
-   **Quotes** - Displays quotes created against the lead. This tab functions similarly to the quotes tab on a customer record. See the [View Quote Details](https://help.psarev.io/en/article/view-quote-details) article for more information.

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### Stage Panel

The stage panel on the right side of the lead details screen displays the lead's **Next Step** and **Lead Contacts**. The following actions are available from the stage panel.

-   Add a contact to the lead by clicking **Add Contact** in the *Contacts* section.
-   Email or call a contact directly using the icons next to their name.

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### Areas on the Lead Details Screen

For information on other areas of the lead details screen, see the related articles.

-   [Lead List View](https://help.psarev.io/en/article/lead-list-view)
-   [Add/Edit Leads](https://help.psarev.io/en/article/add-edit-leads)
-   [Convert Lead to Customer](https://help.psarev.io/en/article/convert-lead-to-customer)