Available in: Salesforce Classic and Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view leads:
“Read” on leads
To change leads:
“Edit” on leads
Once you have located a lead on the leads home or list pages, click the lead name to display detailed information. If hover details are enabled, hover over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page.
To update a lead, click Edit, and then change the fields you want to update. Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule. If the Assign using active assignment rule checkbox is selected and no assignment rule criteria is met, the lead is assigned to the Default Lead Owner. When you have finished, click Save. You can also click Save & New to save the current lead and create another.
Open activities associated with a lead are not reassigned using the active lead assignment rule; to reassign a lead and its open activities, assign the lead to a new owner.
Viewing Lead Updates and Comments (Chatter)
Display a Chatter feed of updates, comments, and posts about the lead.
Viewing Your Leads’ Social Information
Use the Social Accounts and Contacts feature to view your leads’ social network profiles, see their level of influence in social media, and watch related YouTube videos.
Lead Related Lists
The lower portion of the display provides information related to the lead, including activities, notes, attachments, and any campaigns associated with the lead. The related lists you see are determined by your personal customization, and by any customization your administrator has made to page layouts or your permissions to view related data. You can click individual items to display additional detail. Click more at the bottom of the page to display more items in the related lists.
Hover over the links at the top of a detail page to display the corresponding related list and its records. If Chatter is enabled, hover links display below the feed. An interactive overlay allows you to quickly view and manage the related list items. Click a hover link to jump to the content of the related list. If hover links are not enabled, contact your Salesforce administrator.
In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, share a lead with other users, groups, or roles by clicking Sharing. See Lead Sharing in Salesforce Classic.
To open a printable display of the record details, in the top-right corner of the page, click Printable View.
To return to the last list page you viewed, click Back to list at the top of the lead detail page. If your organization has enabled collapsible page sections, use the arrow icons next to the section headings to expand or collapse each section on the detail page.