The 30-second version
The Lead Info panel lives on the right of the Inbox, next to the conversation. Open a chat, select the lead, and click Customize in the panel’s top right corner.
Then the whole job is four moves:
Top right of the Lead Info panel. Admins only.
Grab the handle. A violet line shows where it will land.
The eye hides a section you don’t use. Nothing is deleted.
Nothing is live until you press Save.
The panel, labelled
Click Customize and the panel switches into edit mode. The header swaps in Cancel and Save, an amber banner reminds you that you’re “Editing for your whole workspace”, and every section sprouts handles and controls.
The same regions at reading size, top to bottom of the panel:
These fields aren’t in any group yet. They won’t show on anyone’s lead panel until you add them to a section.
Controls at a glance
Three kinds of section
The single idea that makes this panel click: not every section can do the same things. There are three kinds.
- Locked: the System block (Title, Pipeline, Created on, Stage, Owner) and the required fields inside Contact Details. Always visible, can’t be moved or hidden.
- Yours to shape: the custom field groups you created. Reorder, hide, rename, and add, move or remove fields freely.
- Built-in, movable: Collaborators, Notes, Workflows, Actionables (only once AI Actionables is on), Appointments (starts hidden) and Marketing source (hides itself when there’s nothing to show). You can reorder and hide them, but not rename them or change their contents.
The full breakdown:
| Section | Reorder | Show / hide | Rename | Edit fields |
|---|---|---|---|---|
System Title, Pipeline, Created on, Stage, Owner. Always at the very top | ||||
Your custom field groups Groups you set up in Settings → Custom Fields | ||||
Built-in sections Collaborators, Notes, Workflows, Actionables, Appointments, Marketing source | ||||
Contact Details Fixed at the bottom. Only its optional fields reorder or hide |
The four moves
Everything you can do in Customize mode is one of four moves. None of them is live until you press Save.
Reorder a section
Grab the handle and drag a section up or down. Don’t like dragging? The arrows nudge it one place at a time. Put what reps check most near the top.
Or click the ▲ ▼ arrows to nudge a section one place.
The violet line marks where it will land.
The order changes. It saves when you press Save.
Show or hide a section
Click the to hide a section, or the to bring it back. Hidden sections aren’t deleted, they just stop showing, so you can declutter without losing a thing.
Violet means showing.
Crossed eye, faded row. Click the eye again to bring it back.
Gone from everyone’s panel. The data is untouched.
Rename a custom group
On a group you created, click its name, type a clearer label, and press Enter (or click away). Names like “Deal Details” or “Student” let reps scan the panel at a glance. Group names always display in capitals.
Hover shows a dashed outline. Your own groups only.
Enter or clicking away keeps it. Esc cancels.
The name is part of the layout, so it only changes on Save.
Add, move and remove fields
Inside a custom group you can fine-tune the fields themselves.
- Reorder: drag a field by its handle within the group.
- Move between groups: drag a field straight from one group into another. Or use Add field on the destination and pick it from the “From …” list.
- Add: click Add field and search for any field from Unassigned or another group.
- Remove: click the on a field to send it to the Unassigned tray.
Drag its handle up or down inside the group.
Drag the handle onto a different group. Its value comes with it.
Search any field, including ones in Unassigned or other groups.
The ✕ sends it to Unassigned. Its value is kept.
Contact Details & system fields
Contact Details behaves a little differently. It is not in the list of sections you can drag: it always sits at the bottom of the panel, and can’t be hidden or renamed. But you can tidy the fields inside it. Five required fields stay locked: First name, Last name, Phone number, Email and Tags. Everything below them, the social handles and any contact custom fields, can be dragged to reorder and ticked on or off.
The Unassigned tray
Any lead field that isn’t inside a group lands in the 📦 Unassigned tray at the bottom of Customize mode. It’s a holding area, not a hidden section, and it only lists fields. To put one to work, use Add field on a group.
These fields aren’t in any group yet. They won’t show on anyone’s lead panel until you add them to a section.
Save your layout
When it looks right, click Save. You’ll see a “Successfully updated lead panel” confirmation, and the new layout applies to everyone in your workspace. Changed your mind mid-edit? Cancel discards everything since you opened Customize.
Top right, next to Cancel.
You get a confirmation and the panel returns to normal mode.
Throws away everything since you clicked Customize.
Worked example
A tuition centre wants reps to see enrolment details first and skip the clutter. Start to finish:
- 1Open a chat with any enquiring parent, select their lead, and click Customize.
- 2Click the name of a vague group, “Group 2”, and rename it to Student.
- 3Click Add field in that group and pick “Subject” from the list (it’s tagged Unassigned).
- 4Drag Student up to just under System, so reps see subject and level first.
- 5Click the eye on Workflows to hide it. Your front desk doesn’t need it.
- 6Press Save. Every rep’s panel now leads with what matters for enrolment.
If something looks off
The handful of things that trip people up, and the fix for each.
Stuck or want a layout set up for you?
Our Singapore-based team can configure the Lead Info panel for your workflow during onboarding - just reach out.