Hero row
The top of every Lead Detail page shows three pills next to the lead's name:
- Pipeline stage — coloured to match the stage. Click the pill to open an inline dropdown and change the stage without leaving the profile. Every change is logged automatically to Notes & Activity.
- Priority — a matching pill beside the stage, set to Hot, Warm or Cold. Independent of stage, so a lead can be Hot at any point in the process. Left unset it shows the calculated lead score, outlined and marked automatic.
- Type — Buyer, Seller, Investor, Renter. Edit through the Edit Lead drawer.
- Assigned Agent — the team member currently responsible for the lead. Team Admins, Team Leads, and administrators can click the pill to open a dropdown of all assignable team members and reassign in one tap. Every reassignment is auto-logged.
Contact Info card
Email, mobile, phone, type, source, campaign, and lead action. Verified mobile numbers show a green checkmark beside the digits — the platform has confirmed the number is real and deliverable.
Tracking & Attribution
This section appears below the contact details whenever any tracking data was captured. You'll see:
- Source Resolution — how the source label was derived (UTM mapped, classified from referrer, direct, etc.).
- Search Intent — the visitor's search query when available, or the strongest available proxy. See Search Intent.
- Geo Location — IP-based city/region/country.
- IP Address — for fraud and duplicate-detection purposes.
- Analytics — either the GA4 Client ID (when captured) or a "Privacy-Conscious Visitor" indicator. See Privacy-Conscious Visitors.
- Visitor Cookie ID — the first-party identifier that ties anonymous browsing to this lead.
Site Activity card
Aggregated stats (total views, properties, conversions, sessions, last active) plus a Pages Visited list and a Properties Viewed list. Conversion-tier tracked pages appear with a gold star icon. See Tracked Pages.
Visitor Journey card
Chronological timeline of every touch and page view — the visitor's story from first touch to form submit. See Visitor Journey.
Notes & Activity
Manual notes, auto-logged stage changes, auto-logged agent reassignments, auto-logged calls and emails, and CMA reports — everything that has happened to this lead in chronological order. Click any pill in the hero row to add an entry automatically.
