A click on a lead opens its detail page. Everything known about that contact is there, and that is where you change it.

**Contents**
- [The header](#the-header)
- [Changing fields directly](#changing-fields-directly)
- [The field blocks](#the-field-blocks)
- [The two most important fields](#the-two-most-important-fields)
- [Assigning a lead](#assigning-a-lead)
- [Deleting a lead](#deleting-a-lead)
- [Next](#next)


## The header

Name, job title and company sit at the top, with the actions to their right:

- **Call** dials the stored number. If several numbers are stored, you can pick one.
- **LinkedIn** opens the contact's profile in a new window. The button only appears when a profile address is stored.
- **Email** opens a new mail window. Only appears with a stored address.
- A button for the meeting.
- **Enrich data** searches for missing contact details.
- The menu with the remaining actions.

![The header of a lead with its actions and the Pipeline & status block](https://avhmrgajilnfyuvkhect.supabase.co/storage/v1/object/public/helpcenter/leads/lead-detail-kopf.png)

The arrows above page through the list you came from. Next to them it reads **Lead {n} of {total}**.

## Changing fields directly

**Just click a value.** Almost every field is editable in place; hovering shows the hint **Click to edit**. Changes save immediately and **Saved** appears briefly. If it fails, you see **Couldn't save**.

Date fields open a calendar with quick picks; your selection there is only applied with **Save**. On the **Follow-up date** you can additionally set an email reminder - see [Set a follow-up with a reminder](https://success.indeal.ai/hc/indeal/articles/follow-up-with-reminder).

You change the name via **Edit name** in the heading.

## The field blocks

**Pipeline & status** - the stage bar plus **Follow-up date**, **Next step**, **Deal value**, **Meeting date** and **Description**. If a meeting that happened or fell through has no date, **Meeting date missing** appears under **Meeting date** with a field to add it.

**Contact** - **Job title**, **Mobile**, **Email**, **Phone**, **LinkedIn** and **Company phone**.

**Company** - **Company**, **Employees**, **Industry** and **Website**.

**Details** - **Meeting booked by**, **Campaign**, **Channel** with the values **Inbound** and **Outbound**, **Lead source**, **Lost reason**, and, once a reply exists, **Last reply** and **Sentiment**.

**Address** - **Street**, **Postal code**, **City** and **Country**. With an address stored you also get **Open in Google Maps**.

**System** - **Last activity**, **Days open**, **Created** and **Assigned to**. These values are not editable, with one exception: the assignment can be changed.

## The two most important fields

**Follow-up date** and **Next step** decide whether the lead comes back to you at all. Without a date it appears in no work list and in no metric on [**Home** ↗](https://app.indeal.ai/). Set both whenever you touch a lead.

## Assigning a lead

In the **System** block you change who is responsible under **Assigned to**. Deactivated people carry **(deactivated)** after their name.

Careful: with the **Sales** role you only see your own leads. Assign a lead to somebody else and it disappears from your view.

## Deleting a lead

At the very bottom sits the **Danger zone** with **Move to trash**. The note reads: **The entry lands in the trash and is purged after 30 days.** Until then it can be restored.

This requires permissions. With the **Sales** role you do not see the actions menu.

## Next

- [Set a follow-up with a reminder](https://success.indeal.ai/hc/indeal/articles/follow-up-with-reminder)
- [Setting stages correctly](https://success.indeal.ai/hc/indeal/articles/setting-stages-correctly)
- [Activities, notes and history](https://success.indeal.ai/hc/indeal/articles/activities-notes-and-history)