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How to Use the Lead Profile

Click any lead's name in the Leads tab to open their profile — the complete record of who they are and every interaction you've had with them.

Left panel: lead details

The profile shows the lead's Name, Job Title, Company, Phone, LinkedIn, Location, Status, and source Provider. You can edit fields directly, and expand Company Information to see domain, industry, size, and revenue when available.

Quick actions

Work a lead without leaving the profile:

  • Email — compose and send from a connected email account

  • LinkedIn — open the lead's LinkedIn profile

  • Note, Meeting, Task, Deal — create a linked record in one click

  • Log Email and Log Meeting — capture activity that happened outside SalesTarget.ai so the timeline stays complete

Right panel: history tabs

  • Timeline — a chronological feed of every activity on the lead, shared with your whole team

  • Tasks, Deals, Orders, Meetings, Notes, Follow Ups — everything linked to the lead

Tips

  • Use Log Email and Log Meeting to keep the timeline complete for conversations that happened off-platform.

  • Because the timeline is shared, anyone picking up a lead can see the full history without asking.

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