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: 


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