Lead detail
Work a single lead: assignment, follow-up, communications, timeline, and notes.
What you will find
Open a lead to work the full record in one place.
- Assignment — who owns the next action
- Follow-up — when the next touch is due
- Communications — messages related to the lead
- Timeline / activity — what happened recently
- Notes — working context (not a full archive of every system event)
Practical detail workflow
- Step 1In Zyelra
Confirm source and enquiry type
Know whether this is a property, contact, or owner enquiry before you reply.
- Step 2In Zyelra
Assign and schedule follow-up
An unassigned lead with no follow-up date is easy to drop.
- Step 3In Zyelra
Message from the lead context
Send on a connected channel and keep the conversation attached to the lead.
- Step 4In Zyelra
Update status when reality changes
Status drives Pipeline and can trigger automations.