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Lead profile

The CRM full-profile page for one lead, including score, notes, and revenue.

CRM → Full profile (/crm/[id]) is the dedicated lead page. It is not in the sidebar. Open it from the CRM drawer button Full profile. The list is CRM.

What it is

Kicker CRM — Leads. The heading is the lead’s name. This page holds status, score breakdown, notes, revenue events, captured / last seen, and a link back to Conversations. It is not the conversation transcript.

Open the screen

From /crm, open a row, then Full profile. Back to CRM returns to the list. Edit is available for manually added leads only.

What the page shows

  • Name, phone, email (No email if missing), source, status chips, Needs Human
  • Lead score with Intent language /30, Engagement depth /25, Channel quality /25, Response speed /20
  • Notes and Save notes
  • Revenue — Total revenue — this contact
  • Captured and last seen
  • Demo sessions may also show Interactions ({n} calls · {n} SMS · {n} clicks) and Dandy $

Controls

Edit lead modal (manual leads): Name (optional) · Phone number with country code +1 US / CA, +44 UK, +61 AU, +91 IN · Email · Cancel · Save lead. Error: “Enter a phone number or an email.”

Add payment / Add revenue event: Amount ($) · Date · Description (optional, 100 characters) · Save payment / Cancel. Empty: No revenue recorded for this contact yet. Source chip Manual.

Typical workflow

  1. Open a high-intent lead from the list.
  2. Confirm phone and email. Add notes.
  3. Record a payment if the booking has a dollar value.
  4. Open in Conversations if the guest still needs a human.

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