Lead details
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/leads/:id
How to get there
Section titled “How to get there”Dashboard → Demo — synthetic · Tyler Brooks
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Edit Lead | Any signed-in member | Manage also grants it |
| Log Activity | Any signed-in member | Manage also grants it |
What this page tells you
Section titled “What this page tells you”Not a valid US number. Edit the lead to correct it Calls, meetings, emails, tasks and notes logged against this lead.
What you see
Section titled “What you see”- Lead Identity
- Qualification
- Freight profile
- Activity history
- Overview
- Follow-up
- Ownership & Notes
Tab: Overview
Tab: Follow up
Tab: Ownership Notes
What you can do
Section titled “What you can do”- Edit Lead
- Convert to Contact
- Convert to Opportunity
- More actions
- Log Activity
When there is nothing to show
Section titled “When there is nothing to show”- “No activities logged for this lead yet.”
Loading, empty and error states
Section titled “Loading, empty and error states”Error state
Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27