How-to

Work with a lead's record

Open any lead to see its details on the left and its full history on the right. Changes save automatically.

Who can do this: Everyone, for the leads they can see
Plan: Free. Calling and texting buttons need Pipelio Pro.

What is on the page

Left side: cards such as Key information, Property, Numbers, Photos & files, Related records and Automations, plus any custom fields your workspace uses.
Right side: the activity history, with tabs for All activity, Calls, Texts, Notes and Stage changes. Overdue and upcoming tasks appear above the history.
Top: buttons to call, send a text, play a recording when there is one, add a note and add a task.

Edit details

Click a field, type, and move on. Pipelio saves automatically and shows the save status near the top. If you see Save failed, check your connection and try again before leaving the page.

Notes, tasks and comments

Use the note button to add a note to the history.
Use the task button to create a task linked to this lead. See Create and complete tasks.
On an activity, add a comment and type @ to mention a teammate. They are notified.

Pin or remove an activity

Open the menu on an activity to Pin to top or delete it. Deleted activities can be restored straight away with Undo.

Other actions

Open the More actions menu on the lead to copy a link to it, open its property link, or Delete contact. Only admins and managers can delete leads. See Delete leads.

Last reviewed October 1, 2026.

Still need help?

In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.