Clicking any lead card in Smart Funnel opens a detailed view on the right-hand side of your screen.
This panel gives you full context without jumping between tabs.
What You’ll See
Full Email Thread
View the entire conversation with that lead directly in the panel
Notes Section
Add internal notes for yourself or your team - perfect for logging call summaries or next steps
Activity Timeline
See recent actions like:
Emails sent
Replies received
Stage or category changes
Campaign & Mailbox Info
Quickly see which campaign the lead came from, and what mailbox it’s tied to
Tags
Add one or more tags to a lead right from this panel to organize and filter your pipeline. Click the + next to Tags, select from your existing tags (or create a new one), then click Add Tags to apply them.
The Lead Detail Panel helps your team stay aligned and action-focused—all without switching tools.