The Lead's Primary Info tab now shows engagement, open tasks, and full activity history in one place, and Lead Summary has new columns so you can spot status and engagement without opening each lead.
You need access to the Sales module and permission to view leads. These widgets appear automatically — no setup is required.
Step-by-Step Instructions
- Open the Primary Info tab for a lead
From Sales → Lead Summary, click a prospect's name to open their record on the Primary Info tab.
The Primary Info tab for a lead - Check engagement at a glance
The new Engagement Overview widget shows campaign emails, direct emails, and calls logged — read and unread, without opening Activity History.
Engagement Overview widget - Review open tasks without leaving the page
The Open Tasks widget lists up to 5 open tasks with quick actions; click View All to see every task on the Tasks tab.
Open Tasks widgetTipUse the ⋮ menu on any task to Modify, Delete, or Process it right from this widget.
- Scroll to the unified Activity widget
Scroll to the bottom of Primary Info to see the same activity now organized into sub-tabs: All, Remarks, Calls, Email Uploads, SMS, Emails, Status Change, Owner Change, and Consent.
Unified Activity widget with sub-tabs - Merge detailed activity history into Lead Activity
Status Change History and Owner Change History are no longer separate tabs — they're merged right into this Activity widget, alongside Consent history.
Status Change and Owner Change history merged into ActivityImportantThis replaces the older, separate Status Change History and Owner Change History tabs.
- Spot the new Lead Status Reason column on Lead Summary
On Lead Summary, the grid now includes a Lead Status Reason column and filter by default, no admin setup needed.
Lead Status Reason column on Lead Summary - Track engagement right from Lead Summary
Scroll right on Lead Summary to see Total Email Sent, Emails Read, and Phone Calls — all sortable columns available by default.
Engagement columns on Lead SummarySuccessNo configuration needed — these columns and the Lead Status Reason filter are on by default.
- Export the Activity list to Excel
In the Activity widget, click the download icon next to Search By Subject to export the currently selected tab's activity to Excel.
Export icon on the Activity widget - Export the whole Lead Summary grid to Excel
On Lead Summary, click the download icon in the top-right toolbar to export every visible column and matching record to Excel.
Export icon on Lead SummaryTipThis exports the columns and records currently shown, so apply filters or sort first to narrow the export.