General information
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| This is a non-editable field. The field is populated on the lead qualification stage. |
| Customer need | Customer need type that was specified in the lead. This is a non-editable field. The field is populated on the lead qualification stage. |
| Legal entity | legal entity linked to the lead. This is a non-editable field. The field is populated on the lead qualification stage. |
The [Handoff to bank sales] tab
On this tab, specify the data required to proceed the lead to handoff.
Contact info, Legal entity info
The contact and legal entity data linked to the lead are displayed in this field group. These fields are non-editable. These fields are populated during the qualification stage.
The [Customer need details] tab
The tab displays the characteristics of customer's needs. For example, the need type, maturity, lead stage. You can also add a list of products based on which a lead was created. If you have identified other needs of this client, add them on the same tab.
Parameters
This detail contains additional parameters of the lead. The parameters set for the selected need type are shown as fields.
Products
This detail is designed for storing the list of products that the customer is interested in.
Leads
You can add a new lead, for example, if a contact expresses interest in additional products or services. The leads are linked through the [Leads] detail of the contact page specified in the [Contact] field of the distribution page.
The [Folders] tab
The [Folders] tab displays the list of folders that contain a contact connected to the lead. To include the contact to the folder, click the 
button. The [Contacts] section group list will open which does not yet contain this contact. To remove the contact from the folder, select the [Delete] command of the [Actions] button menu.
See also
