The lead detail drawer and timeline

Clicking a row in the Leads view slides open the lead detail drawer — a full record for one lead with five tabs: Overview, Timeline, Messages, Tasks, and Quotes. Everything you do to a lead gets logged here, so the drawer is the single source of truth for the relationship.

Overview tab

• Contact fields: name, company, email, phone, source, status, owner, and tags.
• Verify email button — runs a real-time verification on the address and saves the result.
• Edit button — change any field in place.
• Add activity — log a note or interaction (for example, 'Called, left voicemail') so it appears on the timeline.

Timeline tab

The timeline is a chronological feed of everything that's happened with this lead: activities you logged, messages sent, tasks created or completed, and quotes created. It pulls these from across LeadFlow, so you don't have to hop between views to reconstruct the story of a deal.

Messages tab

Lists every outbound message sent to this lead — email, WhatsApp, and SMS — with its content and timestamps. New messages you send from the row actions or from sequences appear here automatically.

Tasks tab

Shows all to-dos tied to this lead: follow-ups, calls, proposals due. You can create a new task for the lead right from this tab, and completing it here updates the Tasks view too.

Quotes tab

Lists quotes created for this lead with their status (draft, sent, accepted, rejected). Click one to open it in the Quotes view or build a new quote for the lead directly.

Next steps

• Manage the lead list and bulk actions.
• Keep track of follow-ups with tasks.
• Send a quote from this lead's record.