> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead.md). # Working with a lead {% embed url="" %} The **Lead Detail page** is the screen you land on right after capturing a lead — and the screen you come back to every time you tap into a lead from the Leads tab. It's where the conversation you just had turns into structured data your team can actually use after the event. This article walks through the page top to bottom and points at the deep-dive articles for each piece. If you're new to Mobly, do this once and the rest becomes muscle memory. ## What's on the page The Lead Detail page has three vertical zones: * **Top — Account Summary.** A quick AI-generated read on the lead's company. Pulls from your CRM if there's a match; falls back to a public-fit assessment if there isn't. * **Middle — Context capture.** Where you record what just happened: qualifiers, notes, description, recordings. * **Bottom — Engagement actions.** Where you start the follow-up: book a meeting, share content, send an email. Most of what's on the page is read at a glance. The work is in the middle zone — the few seconds right after the scan where the conversation is still fresh in your head. ## The happy-path flow The rhythm I'd recommend, in order, the moment a lead opens: ### 1. Read the Account Summary The summary at the top tells you who you just met before the conversation goes any further. If the lead's company is already in your CRM, you'll see context about the existing relationship (active deals, last touch, opportunity size). If they're new, you'll see a public-fit assessment (industry, size, signals). This is the bit that changes how you talk to them. A 2-second read before the next sentence out of your mouth. See [Reading the account summary](/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md). ### 2. Apply qualifiers Before the conversation ends — while you still remember whether they said "we're piloting next quarter" or "we're just looking" — tap the qualifiers that match. Lead type, follow-up intent, product interest, whatever your team has set up. Each qualifier is a one-tap classification. Don't overthink it; the goal is structured signal for the team's follow-up, not perfect categorization. See [How to add a qualifier to a lead](/help-center/the-mobly-app/working-with-a-lead/how-to-add-a-qualifier-to-a-lead.md). ### 3. Capture what was said You've got three options, and they're not interchangeable: * **Notes** — quick time-stamped jottings. Use for "asked about Salesforce sync specifically" or "needs CFO sign-off." Per-rep in the app; flows to your CRM as activity records. * **Description** — a single shared blurb every rep on the lead sees. Use for stable context: "CMO, defers to RevOps lead Dave." Editing replaces what was there before. * **Recording** — tap to record the audio. Use when the conversation was longer or more detailed than you want to type. Mobly transcribes onto the lead. See [Notes vs Description vs Recordings](/help-center/the-mobly-app/working-with-a-lead/notes-vs-description-fields.md) for the full distinction, and [Recording a conversation](/help-center/the-mobly-app/working-with-a-lead/recording-a-conversation.md) for the recorder mechanics. ### 4. Favorite if they're a priority If this is one of your hot prospects — the conversations you most want to follow up on — tap the **star icon** to favorite. The lead surfaces under your **Favorited Leads** tab back in the Leads section, separate from the noise of every scan. Favorites are personal — only you see your stars; they don't sync to other reps' Mobly views. See [How to favorite a lead](/help-center/the-mobly-app/working-with-a-lead/how-to-favorite-a-lead.md). ### 5. Flag bad data if you see it If the enrichment looks wrong — wrong company, wrong title, wrong email — tap the flag and Mobly re-enriches. Saves you from manually editing every wrong field and tells the system to retry. See [Flagging incorrect lead data](/help-center/the-mobly-app/capture-and-enrichment/flagging-incorrect-lead-data.md). ### 6. Engage further if the moment calls for it You're still in front of the lead. If they're warm enough to keep going right now: * **Book a meeting** on the spot — see [How to book meetings](/help-center/the-mobly-app/engaging-with-leads/how-to-book-meetings.md) * **Send them content** — a one-pager, case study, product sheet. See [How to share content from the app](/help-center/the-mobly-app/engaging-with-leads/how-to-share-content-from-the-app.md) * **Send a quick email or text** — see [How to engage leads from the app](/help-center/the-mobly-app/engaging-with-leads/how-to-engage-leads-from-the-app.md) These convert the meet-and-greet into a next step before the lead walks away. ## Tabs on the page The Lead Detail page itself has tabs across the top: * **Info** — the lead's contact info, qualifiers, description, and basic profile * **Activities** — everything that's happened to this lead — scans, notes, sequence sends, your follow-ups * **Events** — every event this lead has been associated with (useful for repeat attendees) * **Files** — content you've shared with this lead You'll spend most of your time on Info. Activities is the right tab when you're checking "did I already follow up?" or "what did my teammate say about this person last time?" ## When you come back to a lead later Most of what's above describes a fresh capture. When you reopen a lead later — at the end of the event, or weeks afterward — the Lead Detail page is also where you: * Review the activity history before re-engaging * Update notes after a phone call * Change qualifiers if your read has shifted ("warm" → "hot") * Trigger follow-up actions (book that demo, share the next asset) The page is your one-stop view of every interaction with that person. ## Related articles * [How to capture a lead](/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md) — the step before this one * [Reading the account summary](/help-center/the-mobly-app/capture-and-enrichment/reading-the-account-summary.md) * [How to add a qualifier to a lead](/help-center/the-mobly-app/working-with-a-lead/how-to-add-a-qualifier-to-a-lead.md) * [Notes vs Description vs Recordings](/help-center/the-mobly-app/working-with-a-lead/notes-vs-description-fields.md) * [Recording a conversation](/help-center/the-mobly-app/working-with-a-lead/recording-a-conversation.md) * [How to favorite a lead](/help-center/the-mobly-app/working-with-a-lead/how-to-favorite-a-lead.md) * [Flagging incorrect lead data](/help-center/the-mobly-app/capture-and-enrichment/flagging-incorrect-lead-data.md) * [How to engage leads from the app](/help-center/the-mobly-app/engaging-with-leads/how-to-engage-leads-from-the-app.md) * [How to book meetings](/help-center/the-mobly-app/engaging-with-leads/how-to-book-meetings.md) * [How to share content from the app](/help-center/the-mobly-app/engaging-with-leads/how-to-share-content-from-the-app.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.