Viewing Lead Details

In Leads & Deals, click on a lead in the leads list to open it and display more information.

The additional information is displayed in collapsible sections - you may need to click Edit to see it all:

• A quick view of the origin and current status of the lead in the top bar
• Personal Information - the lead's contact details
• Company Information and Address - the company with which the lead is associated
• Custom Fields - non-standard lead information specific to your organization
• Lead Events - system generated timeline of the lead's lifecycle
• Key Dates - when the lead was created and last updated
• Identifiers - identifiers from Unifyr or external systems

If the Ask IQ is enabled on your system, it can generate an assessment of the strength of the lead. It uses the details provided for the lead, and compares them to previously distributed/registered leads in your system. It also gives an AI Confidence score, which is its confidence in the validity of the assessment it has provided - this depends on the amount of information the lead contains.

You can click the icons to give feedback about the notes. For more information, see Giving Feedback on AI-Generated Responses and Content.

Notes

• For more information about Ask IQ, and how to enable it, see Unifyr One's AI Assistants.
• Submit a request to your Unifyr One team if you want to use this type of prediction for leads/deals. They may need to make a small change to your Lead/Deal Details page to support it.
• Ask IQ may make mistakes, so review important information carefully.