The People list page is a feature that provides users with a comprehensive overview of a particular lead. It includes all relevant information about the lead, such as their contact details and any notes or comments that have been added. In addition to this, the People list page also includes a list of activities associated with the lead, including calls, emails, and meetings. This allows users to see a complete history of their interactions with the lead, which can be helpful for tracking progress and identifying any areas where additional follow-up may be needed. The page also includes a list of cadences for the lead, allowing users to see the steps that have been completed and those that are still pending.
Frequently asked question
- Q: Which fields of lead information are editable by the user
Ans: The following fields of lead information are editable by the user: phone numbers, emails, and certain personal information (including the lead name, LinkedIn link, and position). Additionally, some additional information (such as the company name, company URL, company phone number, company zip code, and company country) may also be editable. Users also get the option to enrich the data or remove enrichment from the data.
- Q. Is the option to create a qualification available for all CRM integrations?
Ans: Yes, the option to create a qualification is available for all CRM integrations, with the exception of Google Sheets integration.
- What is the use of the "Qualification" button?
Ans: The "Qualification" button allows the user to create a qualification for the lead, which will be added to the activity.
- Q. What is the use of the "Reminder" button?
Ans: The "Custom" button allows the user to create a custom activity for the lead.
- Q. What is the use of the "Add Note" button?
Ans: The "Add Note" button allows the user to create notes for a lead, which will be added to the activity.
- Q. Is the option to change lead status available for all CRM integrations?
Ans: No, the option to change lead status is only available for Salesforce integration.
- Q. How to change the lead status?
Ans: By default, the lead status is "Open - Not Contacted," but by clicking on the status button, the user can change the current status of the lead to "Working - Contacted," "Closed - Converted," or "Closed - Not Converted."