You can check the lead’s details where you will find:
- basic information about the lead,
- call recording,
- notes,
- tags,
- ratings
1. Go to Leads tab:
2. Click Edit information about Lead:
3. Basic info about lead:
- Call status
- Phone number
- Widget/Number on which the call was generated
- Consultant
- Department
- The website address that the customer comes from
- The scoring rule that triggered widget
4. Call recording - you can listen to the recording and also download it:
5. Tags and notes - use them to organize your leads better: