---
title: "Understanding Lead Details Pop-Up"
description: "Learn how to navigate and manage details about a Lead"
url: https://help.clearcrm.com/en/articles/10750227-understanding-lead-details-pop-up
collection: "Leads"
updated: 2026-04-08
language: en
---

# Understanding Lead Details Pop-Up

Learn how to navigate and manage details about a Lead

The **Lead Details Pop-Up** in **ClearCRM** provides an in-depth view of a Lead’s information, enabling efficient management, quick edits, and tracking of interactions. This feature helps users **access, update, and analyze Lead data seamlessly**.

## **1\. Accessing Lead Details**

-   Click on a **Lead’s name** on the Table (in List view) or Kanban card (in Kanban view) to open a **detailed pop-up window**.
    
-   The pop-up provides multiple **tabs for navigation**, ensuring organized Lead management.
    

## **2\. Overview of the Lead Pop-Up**

-   The pop-up consists of structured sections, allowing for **easy access to Lead details and actions**.
    
-   Each Lead’s information is divided into **specific tabs**, covering different aspects of Lead management.
    

## **3\. Profile Tab – General Lead Information**

The **Profile tab** contains fundamental details about the Lead, including:

-   **Name**
    
-   **Position** (Job title)
    
-   **Email Address**
    
-   **Phone Number**
    
-   **Website**
    

## **4\. Key Actions Available**

-   **Convert to Customer**
    
    -   Instantly converts the Lead into a **Customer** in the CRM system.
        
-   **Edit Button**
    
    -   Allows users to **modify** Lead details directly.
        
-   **More Actions Dropdown**
    
    -   Provides additional options, including the ability to **delete** the Lead.
        
    
    ![](https://staticfiles.gleap.io/helpcenter/69adb1adea2195f0e0fe5fde/20260330165952_3847.png)
    

## **5\. Additional Tabs in the Lead Pop-Up**

-   **Proposals Tab** – Lists all **proposals** linked to the Lead.
    
-   **Tasks Tab** – Displays associated **tasks** for follow-ups and tracking.
    
-   **Attachments Tab** – Shows uploaded **files** related to the Lead.
    
-   **Notes Tab** – Contains **internal notes** for team collaboration.
    
-   **Reminders Tab** – Lists **scheduled reminders** for upcoming engagements.
    
-   **Activity Log Tab** – Shows a **timeline of interactions** and updates made by team members.
    
-   **Campaign Stat Tab** – Provides **campaign performance statistics** relevant to the Lead.
    
-   **Email Tab** – Shows a **list of email entries** sent to the Lead.
    

## **6\. Printing Lead Information**

-   Click on the **Print Button** (located in the top-right corner) to **print** Lead details for record-keeping or offline use.
    

## **7\. Data Training Note**

-   Information presented is based on **data available up to October 2023**.
    

## **Conclusion**

The **Lead Details Pop-Up** in ClearCRM serves as a **comprehensive hub** for managing and analyzing Lead information. With **quick actions, organized data sections, and easy navigation**, users can efficiently track, update, and convert Leads, ensuring a **smooth sales workflow**.