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.
Expand Company Information to see Domain, Industry, City, Country, Revenue, Employees, LinkedIn, Campaign, and List where available.
Quick actions
Work a lead without leaving the profile:
Email — compose and send from a connected email account
Call — call the lead through the built-in dialer
LinkedIn — open the lead's LinkedIn profile
Note, Meeting, Task, Deal — create a linked record in one click
Under the More menu you'll also find:
Log Email and Log Meeting — record activity that happened outside SalesTarget.ai so the timeline stays complete
Create Ticket — raise a support ticket linked to this lead
Right panel: history tabs
Timeline — a chronological feed of every activity on the lead, shared with your whole team
Call Notes — notes and outcomes from calls made through the dialer
Tasks, Deals, Orders, Meetings, Notes, Tickets, 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.
Overdue follow-ups are flagged directly on the profile.