Within Teamwork CRM, you can view and update your leads at any time.
When using board view, your leads will be displayed as cards across the stages of your pipeline. Alternatively, you can use list view.
Each card gives you a quick overview of the deal itself, including:
- Lead name, value, company, owner, contact,
The color of the activity icon will change based on when the activity is due:
- Red - overdue
- Orange - no activity
- Green - today
- Grey - upcoming
Click the magnifying glass icon to open a quick view of the lead. Alternatively, hover over the lead card and press v on your keyboard. The quick view will show the lead's main details as well as the next three activities. Using the edit pencil at the top of the quick view, you can quickly update the lead's properties.
Alternatively, click a lead card to open the full lead details view. The individual profile for the selected lead will open.
In the left-hand pane, you will see a summary of the lead's details including:
- Lead name, value, associated pipeline,
associated stage, expected close date,
You can edit any of these properties by using the edit pencil icon to the right of the lead name.
Once the lead owner has determined the lead qualified or lost, they can mark it as such in this section.
Further details within the left-hand pane include contact, company, owner, project, custom, and statistics.
The contact, company, and owner information for the lead can be updated using the link symbol. Clicking a contact, company, or owner name will open the individual's associated profile.
If you have linked the opportunity to a project in Teamwork, you will see an additional Project section in the sidebar with a direct link to the project.
The Custom section will include any custom fields you have populated for the lead.
- If no custom fields are filled out for the
lead, this section will not show custom
field information. Click the edit pencil
to access and populate existing custom
- Note: The edit pencil will
only appear if you already have custom
fields for deals created on your
The Statistics section includes the deal age and date created, as well as the person who created the deal.
To the right of the lead details sidebar, you will see a timeline of the previous and scheduled activities, as well as any notes and files added to the lead.
To the right of each individual activity, the options button (three dots) allows you to mark the activity complete/incomplete, edit, or delete it.
Notes can be pinned, edited, or deleted. Files can be downloaded or deleted.
For more information, see: Adding Activity to a Lead or Opportunity