Overview of the Lead Card

The Sales Card is where you can see information about a lead in one glance. 



You will see the following details in a completely filled-out card: 

1. Lead Title
2. Team members assigned to the lead
3. Total estimated value of products and/or services 
4. Description of the lead
5. Estimated value of products
6. Estimated value of services
7. Estimated close date for lead
8. Probability of the deal being closed. 

Clicking on the Lead title opens up the card where you can add or edit the details of the lead. 

Last updated: January 8, 2015

Feedback and Knowledge Base