# Lead Profile

#### What Is the Lead Profile?

The Lead Profile page provides a centralized view of all information associated with a specific lead.

It allows you to manage lead details, monitor alerts, action plans, task and appointments organize files

The Lead Profile helps you maintain a complete overview of your relationship with a lead and quickly access important information when needed.

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#### Access the Lead Profile

1. Navigate to **CRM**.
2. Locate the desired lead.
3. Click the lead's name.
4. Click the **Profile** tab.

The Lead Profile page will be displayed.

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##### Manage Contact Information

The top left section of the Lead Profile displays important lead information, including:

- Lead Name
- Phone Numbers
- Email Addresses
- Addresses
- Lead basic details
- Files
- Background city

##### Edit Lead Information

Most information within the Lead Profile can be edited directly from this page.

You can:

- Add or update tags
- Add, edit, or remove phone numbers
- Change the lead stage
- Add, edit, or remove email addresses
- Update various lead details throughout the profile

> **Note:** The lead source cannot be edited from the Lead Profile page.

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##### Addresses

This section displays addresses associated with the lead.

You can review and manage address information from here.

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#### Property Alert Sections

The Lead Profile allows you to manage various property-related alerts assigned to the lead.

**New Listing Alerts**

Displays all New Listing Alerts assigned to the lead.

**Neighbourhood Alerts**

Displays all Neighbourhood Alerts assigned to the lead.

**Open House Alerts**

Displays all Open House Alerts assigned to the lead.

**Price Drop Alerts**

Displays all Price Drop Alerts assigned to the lead.

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#### Files

The Files section allows you to upload, view, and manage documents associated with the lead.

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##### Background

The Background section allows you to store additional notes or information related to the lead.

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##### City

Displays city information associated with the lead.

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##### Action Plans

Displays all Action Plans currently assigned to the lead.

You can also monitor their status from this section.

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##### Real Estate Newsletter

Displays newsletter subscriptions associated with the lead.

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##### Market Updates

Displays market update subscriptions assigned to the lead.

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##### Tasks

Displays tasks associated with the lead.

This helps you track pending activities and follow-ups.

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##### Appointments

Displays appointments scheduled for the lead.

This section helps you manage upcoming meetings and events.

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#### Delete a Lead

You can also delete a lead directly from the Lead Profile page.

1. Scroll down within the Lead Profile page.
2. Click **Delete Lead**.
3. Review the confirmation message.
4. Click **Yes** to confirm.

The lead will be removed from the active CRM records.

> **Note:** AgentRoof CRM uses a soft-delete process. If the same lead is recreated using the same primary contact information, previously associated information may be restored.

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#### Benefits of Using the Lead Profile

The Lead Profile helps you:

- View all lead information in one place
- Edit and manage lead details
- Organize lead-related documents
- Monitor assigned alerts and automations
- Track appointments and tasks
- Manage communication and follow-ups
- Delete leads when necessary
- Maintain a complete history of lead activities

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#### Conclusion

You have successfully learned how to access and navigate the Lead Profile page in AgentRoof CRM.

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