Lead Details | Mindall CRM

Welcome to the Lead Details page, an essential tool for real estate agents to manage and track client interactions effectively. This page provides a detailed overview of the lead, ensuring agents have all the necessary information at their fingertips.

At the top, you can easily view the lead status and client contact details, providing a quick snapshot of the lead's current state and how to reach them.

The main focus of the page is the Activity section, designed to centralize all interactions with the lead.

Below the creation form, there is a timeline that records all activities related to the lead. This timeline includes incoming messages from email and WhatsApp, records of calls, and task progress, providing a comprehensive history of all interactions and activities. This feature is invaluable for maintaining context and ensuring no detail is overlooked.

For email communication, agents can save emails as templates and easily create, delete, or edit these templates. This feature enhances efficiency by allowing agents to quickly send standardized responses or information.

The Lead Details page is fully optimized for mobile, enabling agents to manage leads and interact with clients seamlessly from any location.