The Lead Details & Interaction Panel gives you a complete view of each lead — their information, history, pets, custom fields, tasks, and communication timeline.
Lead Interaction Panel
This is where you can centralize communication history, improving follow-up accuracy and customer service.
Click any lead record to open the Interaction Panel, which tracks all engagements chronologically.
Lead Information
Log calls, send SMS, create notes, and assign tasks.
View and update lead details (contact info, pets, lifecycle, status).
Activities & History
It provides full context on lead engagement, helping staff personalize follow-ups. Switch between tabs to:
Send individual messages
Log calls
Add notes
Review historical interactions
Task Management
It ensures no lead is forgotten, improving team accountability and conversion rates.
Add Task: Assign tasks (e.g., follow-up call) with due dates and responsible agents.
Complete Task: Mark tasks as done; completed tasks are logged in history.
