Manage a Lead from the right side bar menu – Proposaly Help Center

Short summary

Use the Lead right side bar menu to manage access, activity, settings, labels, comments, copies, archive/delete status, and proposal creation from a Lead.

When to use this feature

Use this when you need to:

Review Lead details.
Assign or share the Lead with Team Members.
Add a Team Comment.
Create a proposal from a Lead.
Archive, delete, restore, or copy a Lead.

Step-by-step instructions

In the Business Portal, open the workspace

Open the Lead by clicking ‘Add Lead’ button

▶ Watch video: Manage a Lead from the side bar

Use the right side bar menu to open the section you need:

"People & access" to assign or share with Team Members.
"Activity feed" to view Lead activity.
"Settings" to update basic configuration.
"Labels" to categorize or tag the Lead.
"About" to view basic Lead information.

To create a proposal, select "Create (proposal}" and continue in the create dialog.

To add a comment, select "Add comment" and complete the comment dialog.

To duplicate the Lead, select "Make a copy".

To archive or delete an active Lead, select "Archive" or "Delete". The Lead sub-status is updated.

To restore a non-active Lead, select "Restore lead".

Notes & limitations

Active Leads show more control and action options than archived, deleted, or converted Leads.
Archived, deleted, and converted Leads only show limited control options.
"Settings", "Labels", "Create (proposal}", "Add comment", "Archive", and "Delete" are available only for active Leads.
"Archive", "Delete", and "Restore lead" update the Lead sub-status. They do not move the Lead to another Stage.

Troubleshooting

Q: Why do I not see "Settings" or "Labels"?

A: These options are available only for active Leads.

Q: Why do I not see "Create (proposal}"?

A: This action is available only for active Leads.

Q: Can I still copy an archived, deleted, or converted Lead?

A: Yes. "Make a copy" is available for non-active Leads.

Q: What happens when I select "Archive" or "Delete"?

A: The Lead sub-status is updated, and the same system message as the corresponding button is shown.