> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# The lead details page

> Every card and header action on a lead, and which flag or channel each one depends on.

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

A lead's own page is a header plus a three-column grid of cards, not tabs. It opens when you click a lead's name, from [the Prospects list](/en/leads/prospects-list) or the funnel board, and has no sidebar entry of its own.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Leads<span className="pl-path__sep">→</span>Prospects</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to Prospects <code>read-leads</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-leads</code> to add one, <code>update-leads</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

## Header actions

The header is the same for every lead. The toolbar on its right is not the same for every person: each control except the PDF export is removed, not greyed out, for a role without `update-leads`. A Viewer therefore gets a toolbar with one icon in it and nothing saying what is missing.

| Control            | What it does                                                                                                                                                                                        | Needs                                                            |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------- |
| Avatar             | Opens a small menu: **View Image**, plus **Upload Image** when you can edit                                                                                                                         | The menu opens for anyone; **Upload Image** needs `update-leads` |
| Name               | Click to rename the lead in place                                                                                                                                                                   | `update-leads`. Without it the name is plain text                |
| Stage progress bar | Six segments, one per [stage](/en/leads/lead-stages-and-funnel-view). Click another segment and confirm to move the lead. On a narrow screen it collapses to a stage badge that opens the same list | `update-leads` to click; everyone sees the bar                   |
| Assignee           | Search for a teammate and assign the lead                                                                                                                                                           | `update-leads`                                                   |
| Automation toggle  | Tooltip **Enable automation** or **Disable automation**. Clicking opens a menu offering this lead alone, or every lead at the same company                                                          | `update-leads`                                                   |
| Out-of-office date | **Set out-of-office date**. Once a date is set the tooltip shows it instead                                                                                                                         | `update-leads`                                                   |
| Create event       | **Schedule meeting or call**                                                                                                                                                                        | `update-leads`                                                   |
| Export PDF         | **Export lead details as PDF**: the lead, its company and the email thread                                                                                                                          | Nothing beyond opening the page                                  |
| Close / Reopen     | **Close this lead**, or **Reopen this lead** on a closed one                                                                                                                                        | `update-leads`                                                   |
| Push to CRM        | **Push to CRM**, or **Synced to CRM** once it has been pushed. Opens the list of connected integrations                                                                                             | `update-leads`                                                   |

<Screenshot id="leads/lead-details-page--header" url="/leads/prospects/128" alt="The lead detail header for a lead in the Opportunity stage: avatar, name, job title and company, a six-segment stage progress bar with Opportunity highlighted, and an action toolbar holding the PDF export, out-of-office and create-event icons, the automation toggle, the close icon, Push to CRM and the assignee field" caption="Every icon here shares one permission, update-leads, except Export PDF (1), which only needs the page open." marks={[{ n: 1, x: 62, y: 20 }]} />

**Push to CRM** is there whether or not you have connected anything: with no CRM integration the menu says **No CRM Connected** and offers **Add CRM Integration**. Pushing itself needs an email address on the lead, except for the notification-style targets (Slack, a webhook), which deliver a message rather than creating a contact record and go through without one.

One pair of names is easy to mix up. The header's automation toggle and the **Automations** card lower down share a word but not a job: the toggle pauses this lead's outreach (see [Automation toggle, closing and reopening leads](/en/leads/automation-close-and-reopen)) while the card lists the lead's [workflow enrollments](/en/workflows/enrollments-and-lead-journey) and pauses nothing.

## Cards

The grid has three columns on a normal-width screen and stacks into one on a narrow one. Most cards decide for themselves whether to render at all.

### Left column

| Card                    | Shows when                                                          | Holds                                                                                                                                            |
| ----------------------- | ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Contact Information** | Always                                                              | Three sections: Emails, Phone Numbers and **Links (Website/Socials)**. No address: that is the next card but one                                 |
| **Lead Source**         | The lead has a company, and that company records where it came from | How the lead was created: an AI Lead Generation, an import, a web form, or by hand. Website-tracking leads are covered by their own card instead |
| **Location**            | Always                                                              | Address, city, country and zip code. The map only draws once the address resolves to coordinates                                                 |
| **Custom fields**       | Always                                                              | Fields you added by hand, or that an AI conversation collected. **Add field** needs `update-leads`                                               |
| **Notes**               | Always                                                              | One free-text field, saved as you leave it                                                                                                       |

### Middle column

| Card                    | Shows when                                                                                                                           |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Upcoming Meeting**    | The lead has an event scheduled in the future                                                                                        |
| Out of office           | The lead has a returns-at date that is still in the future                                                                           |
| Holiday flag            | The lead, or its company, has a country set and that country has a public holiday today or in the next few days                      |
| **Conversion Value**    | The lead's stage is Converted                                                                                                        |
| Reply evaluation        | The AI has scored a reply from this lead                                                                                             |
| **Tags**                | Always. The picker is read-only without `update-leads`                                                                               |
| **Automations**         | Workflows are in your sidebar (both are behind the same switch)                                                                      |
| **Website Visits**      | The lead has at least one tracked visit                                                                                              |
| **Meeting History**     | The lead has any event on record, past or future                                                                                     |
| **Messages**            | The lead has an email address, or already has message history                                                                        |
| **LinkedIn**            | LinkedIn is on for your account and the lead carries a LinkedIn link                                                                 |
| **WhatsApp**            | WhatsApp is on for your account and the lead has a phone number with a connected WhatsApp account behind it, or already has a thread |
| LinkedIn activity feed  | The lead has LinkedIn posts on record                                                                                                |
| Instagram activity feed | The lead has Instagram posts on record                                                                                               |

### Right column

| Card                    | Shows when                                                                                 |
| ----------------------- | ------------------------------------------------------------------------------------------ |
| **Company Information** | The lead is linked to a company                                                            |
| **MercadoLibre**        | MercadoLibre is on for your account and the lead has at least one buyer question on record |
| **Activity**            | Always, once the lead has loaded                                                           |

<Screenshot id="leads/lead-details-page--contact-card" url="/leads/prospects/128" alt="The Contact Information card: an Emails section with one address, a Phone Numbers section with a number beside call and WhatsApp shortcut icons and a Get Phone button, and a Links section with one website link" caption="Every section is optional. The card shows exactly the rows this lead has, and nothing to say the others are missing." marks={[{ n: 1, x: 30, y: 52 }]} />

The phone section (1) carries its own **Get Phone** control, priced in credits and charged only if a number comes back. It's covered in full on [Get a phone number for a lead](/en/leads/get-a-phone-number).

<Warning>
  Treat the addresses, phone numbers and links on this card as a record of what was
  found, not as fields to correct. Typing over one of them looks like it worked and
  does not survive a reload. The change is kept on screen but never saved. To change
  a lead's contact details, change them in the source you imported from and import
  again.
</Warning>

<Screenshot id="leads/lead-details-page--cards-grid" url="/leads/prospects/94" alt="The card grid scrolled to the Automations card, which lists one workflow enrollment with its status and current step, with the neighbouring columns' cards on either side" caption="Which column a card sits in is fixed; whether it is here at all is not. Every card in frame earned its place from this lead's data." />

<Screenshot id="leads/lead-details-page--channel-cards" url="/leads/prospects/128" alt="The LinkedIn and WhatsApp cards stacked in the middle column, each with its own connected-account selector and an empty conversation ready to start" caption="Both need the same two things: the channel on for your account, and something on the lead to reach it by." />

## What decides whether a card appears

### Six cards are always there

**Contact Information**, **Location**, **Custom fields**, **Notes**, **Tags** and **Activity** render for every lead. With nothing in them they show empty rows or a short line of text: **Custom fields** says nothing has been collected yet, **Activity** shows its own empty state.

### The rest return nothing at all

A card whose condition is not met is not in the grid: no heading, no empty box, no note explaining the absence. That is what makes two leads' pages look like different screens.

Two of the conditional cards do show a message once they render, each with a button beside it: **Messages** says there are no messages yet and offers **New Message**, and **Automations** says the lead is in no automation yet and offers **Enroll**.

### The channel cards need two separate things

**LinkedIn**, **WhatsApp** and **MercadoLibre** each check the channel first and the lead second. Both halves have to hold; losing either hides the card completely.

| Card             | On for your account when                                   | And the lead needs                                                       |
| ---------------- | ---------------------------------------------------------- | ------------------------------------------------------------------------ |
| **LinkedIn**     | Always: LinkedIn is on for every workspace in the live app | A link of type LinkedIn, with a URL                                      |
| **WhatsApp**     | Your plan allows at least one WhatsApp account             | A phone number, plus a connected WhatsApp account, or an existing thread |
| **MercadoLibre** | Your plan allows at least one MercadoLibre account         | At least one buyer question on record                                    |

### Automations follows the sidebar

The **Automations** card and the Workflows entry in the sidebar are behind the same switch. If Workflows is not in your menu, the card is not on your leads either, and there is nothing in the workspace settings that turns it on.

<Note>
  Inside that card, **Enroll** and the cancel control on a running enrollment carry no permission check of their own, unlike the rest of the header toolbar, **Add field**, **+ Add Email**, **+ Add Phone Number**, **+ Add Link** and **Get Phone**, which all disappear without `update-leads`.
</Note>

## Related

<CardGroup cols={2}>
  <Card title="Get a phone number for a lead" icon="phone" href="/en/leads/get-a-phone-number">
    The Get Phone button, what it costs, when you are charged and the three answers it can come back with.
  </Card>

  <Card title="Custom fields and collected data" icon="list-checks" href="/en/leads/custom-fields-and-collected-data">
    Add your own fields to a lead, use them as merge tags, or let an AI conversation fill them in.
  </Card>

  <Card title="Automation toggle, closing and reopening leads" icon="circle-pause" href="/en/leads/automation-close-and-reopen">
    Pause the AI on one lead or a whole company, close a lead by hand, and understand why a lead closed on its own.
  </Card>

  <Card title="Inbox overview" icon="inbox" href="/en/inbox/overview">
    Inbox and Sent tabs, the thread list, the reading pane and the unread count in the sidebar.
  </Card>
</CardGroup>