Use the Lead dialog and Activity feed filters

Short summary

The Lead dialog has a distinct layout for managing Lead details. You can also filter the Activity feed in Lead and Document dialogs.

When to use this feature

Use the Lead dialog to:

• Review or edit Lead client details.
• Manage recipients and access.
• Open the Activity feed.
• Create a Proposal from a Lead.
• Add comments, copy, archive, or delete a Lead.

Step-by-step instructions

1. In the Business Portal, go to {{missing_data}} and open the Lead dialog.

!Screenshot: Open Lead dialog

1. Use the right sidebar to switch between sections such as "Client", "Activity feed", "AI Chatbot", "People & access", "Labels", and "About".

1. Select "Activity feed" to view activity for the Lead or Document.

1. Hover over the filter icon to see the "Filters" tooltip.

1. Click the filter icon to open the filter dialog.

1. Click a filter button to select it. Click it again to unselect it.

1. If a filter is applied, a red dot appears on the filter icon.

▶ Watch video: Filter Activity feed

Notes & limitations

• The Lead dialog is visually different from standard Document dialogs.
• The "Active" status tag is not shown in the Lead dialog. The header shows "Lead" instead.
• Activity feed filters are saved per Document, per Team Member, and per session.
• Communication items include comments and messages.
• The Activity feed design applies to both Lead and Document dialogs.

Troubleshooting

Q: Why do I see a red dot on the filter icon?

A: A filter is currently applied.

Q: Why is the "Active" status tag missing?

A: The Lead dialog uses the text title "Lead" instead.

Q: Why are my Activity feed filters still selected?

A: Filter selections are saved per Document, per Team Member, and per session.