Aura LogoAura
Pipeline

Lead Details

Understanding and using the lead detail view in Aura

Lead Details

The lead detail view is your comprehensive hub for all information about a prospect. Access contact info, activity history, call recordings, notes, and more—all in one place.

Accessing Lead Details

From Pipeline

  1. Click on any lead card in the pipeline
  2. Lead detail sheet slides in from the right
  3. Full context without leaving the pipeline view

From Calls

  1. On any call, click the associated lead
  2. Opens lead details with call context
  1. Use global search (⌘/Ctrl + K)
  2. Search by name, email, or phone
  3. Click result to open details

Lead Detail Layout

┌─────────────────────────────────────────────────────────────────┐
│ ┌─────────────────────────────────────────────────────────────┐ │
│ │  HEADER: Name, Company, Stage Badge, Quick Actions          │ │
│ └─────────────────────────────────────────────────────────────┘ │
│ ┌───────────────────────┬─────────────────────────────────────┐ │
│ │                       │                                     │ │
│ │   CONTACT INFO        │   ACTIVITY TIMELINE                 │ │
│ │   - Email             │   - Calls (with recordings)         │ │
│ │   - Phone             │   - Notes                           │ │
│ │   - Company           │   - Stage changes                   │ │
│ │                       │   - Emails                          │ │
│ │   CUSTOM FIELDS       │                                     │ │
│ │   - Question 1        │                                     │ │
│ │   - Question 2        │                                     │ │
│ │                       │                                     │ │
│ │   ATTRIBUTION         │                                     │ │
│ │   - Source            │                                     │ │
│ │   - UTM data          │                                     │ │
│ │                       │                                     │ │
│ └───────────────────────┴─────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────┘

Contact Information

Core Fields

FieldDescriptionEditable
NameFull nameYes
EmailPrimary emailYes
PhonePhone numberYes
CompanyOrganizationYes
TitleJob titleYes

Editing Contact Info

  1. Click the edit icon next to any field
  2. Make changes
  3. Changes save automatically
  4. Activity log records the change

Contact Actions

Quick actions from contact info:

  • Email: Opens email client
  • Phone: Click to call (if configured)
  • Copy: Copy to clipboard

Custom Fields

Custom fields show responses to your booking questions.

Viewing Custom Fields

All question responses appear in the Custom Fields section:

  • Question label
  • Response value
  • Question type indicator

Field Types Display

TypeDisplay
TextPlain text
Long TextExpandable text
SelectSelected option
Multi-SelectTag list
NumberFormatted number
EmailClickable link
PhoneClickable number

Activity Timeline

The activity timeline shows all interactions in chronological order.

Activity Types

IconActivity TypeDescription
📅Call ScheduledMeeting booked
📞Call AttendedMeeting completed
❌Call CancelledMeeting cancelled
📝Note AddedTeam member added note
↔️Stage ChangeLead moved stages
✏️Field UpdatedInformation changed
🎯Outcome SetWon/Lost recorded

Timeline Features

  • Chronological: Newest first or oldest first
  • Filterable: Show only certain activity types
  • Expandable: Click for details
  • Linked: Jump to related records (calls, etc.)

Call Activities

For call activities, you can:

  • View scheduled time
  • See attendance status
  • Watch recording (if available)
  • Read transcript
  • View AI analysis

Notes

Add and view notes for context and follow-up.

Adding Notes

  1. Click Add Note in the activity section
  2. Type your note
  3. Click Save or press Enter
  4. Note appears in timeline

Note Features

  • Rich text: Basic formatting supported
  • @mentions: Tag team members
  • Timestamps: Auto-recorded
  • Author: Shows who wrote it

Best Practices for Notes

Do:

  • Note key discussion points
  • Record next steps
  • Log important context
  • Tag relevant team members

Don't:

  • Duplicate info from AI analysis
  • Use for task management (use calls)
  • Write novels (keep concise)

Attribution Data

See where this lead came from.

Attribution Fields

FieldDescription
Sourceutm_source value
Mediumutm_medium value
Campaignutm_campaign value
Termutm_term value
Contentutm_content value
ReferrerOriginal referring URL
Landing PageFirst page visited

Using Attribution

Attribution helps you understand:

  • Which channels drive leads
  • Campaign effectiveness
  • Content that converts

All calls associated with this lead.

Call List

Shows all calls:

  • Scheduled (upcoming)
  • Attended (completed)
  • Cancelled
  • No-shows

Call Quick View

For each call:

  • Date/time
  • Duration
  • Outcome (if recorded)
  • Recording indicator

Accessing Call Details

Click any call to:

  • View full call details
  • Watch recording
  • Read transcript
  • See AI analysis

Actions

Stage Management

Change lead stage:

  1. Click current stage badge
  2. Select new stage
  3. Add note if required (for Lost/DQ)
  4. Confirm change

Schedule Call

Schedule a new call:

  1. Click Schedule Call
  2. Select date/time
  3. Confirm details
  4. Calendar invite sent

Quick Actions

ActionDescription
EmailOpen email to lead
CallStart phone call
ScheduleBook new meeting
NoteAdd a note
ArchiveArchive the lead

Keyboard Shortcuts

Speed up your workflow:

ShortcutAction
EscClose lead detail
NAdd note
EEdit contact info
SSchedule call
← / →Navigate leads

Team Visibility

Who Can See

  • Assigned rep: Full access
  • Admins: Full access to all leads
  • Team members: Own leads only (default)

Reassigning Leads

Admins can reassign:

  1. Open lead details
  2. Click Assigned To
  3. Select new team member
  4. Confirm reassignment

Integration with Other Features

From Lead Details, Access:

  • Calls: All associated calls
  • Analytics: Lead in attribution reports
  • API: Lead data accessible

Data That Flows Out:

When viewing a lead, this data is available in:

  • Zapier triggers
  • API queries
  • Analytics reports

Best Practices

Before Calls

  1. Review lead details
  2. Check custom field responses
  3. Read previous notes
  4. Review past call recordings

After Calls

  1. Record outcome promptly
  2. Add notes on key points
  3. Update stage if needed
  4. Schedule follow-up

Ongoing

  1. Keep contact info current
  2. Add notes for context
  3. Review activity history
  4. Maintain accurate stages

Troubleshooting

Missing Information

  • Check if field was required
  • Review booking link configuration
  • Contact may have skipped optional fields

Can't Edit Fields

  • Verify you have permission
  • Some fields may be locked
  • Check if lead is archived

Activity Not Showing

  • Refresh the page
  • Check activity filters
  • Activity may be processing

Next Steps

Booking Intents

Track early-stage engagement before prospects become leads

Managing Leads

Bulk actions, filtering, and organizing your pipeline

On this page

Lead DetailsAccessing Lead DetailsFrom PipelineFrom CallsFrom SearchLead Detail LayoutContact InformationCore FieldsEditing Contact InfoContact ActionsCustom FieldsViewing Custom FieldsField Types DisplayActivity TimelineActivity TypesTimeline FeaturesCall ActivitiesNotesAdding NotesNote FeaturesBest Practices for NotesAttribution DataAttribution FieldsUsing AttributionRelated CallsCall ListCall Quick ViewAccessing Call DetailsActionsStage ManagementSchedule CallQuick ActionsKeyboard ShortcutsTeam VisibilityWho Can SeeReassigning LeadsIntegration with Other FeaturesFrom Lead Details, Access:Data That Flows Out:Best PracticesBefore CallsAfter CallsOngoingTroubleshootingMissing InformationCan't Edit FieldsActivity Not ShowingNext Steps