CRM Details – SMS-Magic Salesforce Documentation https://www.sms-magic.com/docs/salesforce Wed, 13 Dec 2023 13:11:59 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 Overview https://www.sms-magic.com/docs/salesforce/knowledge-base/overview-29/ Wed, 15 Dec 2021 10:55:40 +0000 https://www.sms-magic.com/docs/salesforce/?post_type=lsvr_kba&p=6972 Users can view the CRM Details of a lead by accessing the Lead section in the Message Object.

Contact Options

Click on the ‘Lead’ menu as shown in the above image. The following list of leads will appear:

All Leads

Click on any lead to open the details, the following page will appear:

lead

Click on the ‘Info’ icon on the top right corner to get the CRM Details:

CRM Details

Here, CRM details such as Lead ID, Last name, First Name, Full Name, Title, Company, address details, contact details, Description, Lead Source, Industry, Rating, etc. can be seen.

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