Admin & Setup
- Build
  - DocType
  - Workspace
  - Module Def
  - Print Format
  - Modules
    - Module Onboarding
  - Models
    - Customize Form
    - Custom Field
  - Scripting
  - Workflows
  - Views
  - Email
  - Automation
  - Packages
    - Package
    - Package Import
  - Printing
- Users
  - New User
  - Role
  - Role Profile
  - Permissions
  - Log
- Website
  - Web Forms
  - Web Page
  - Setup
  - Website
- Standards
  - Basics
    - Brand
    - Country
  - Announcement
    - Category Type
    - Classification Type
- Integrations
  - Backup
  - Google Services
  - Authentication
  - Event Streaming
    - Document Type Mapping
  - Settings
  - Integration
    - Plaid
    - Exotel
  - Social Media
    - Twitter
    - LinkedIn
- Apps Settings
  - Accounting
    - Payment Gateway Account
    - Accounts Settings
  - People
    - HR Settings
    - Advanced Settings
  - CRM
  - Support
    - Support Settings
- Core Settings
  - Data
  - Core
Management
- Office
- Quality
  - Introduction to Quality
  - Goals and Procedure
    - Quality Goal
    - Quality Procedure
  - Review and Action
  - Feedback
- Tools
  - Productivity
    - To Do
    - Calendar
    - Note
  - Dashboards
    - Dashboard
    - Dashboard Chart
Finance
- Introduction to Finanace
- Purchase Invoice
- Expense Report
- Sales Order
- Sales Invoice
- Accounting
  - Journal Entry
  - Sales Invoice
  - Purchase Invoice
  - Payment Entry
  - Accounts
  - Bank
  - Subscription
    - Subscription
    - Subscription Plan
- Buying
  - Introduction to Buying
  - Purchase Invoice
  - Purchase Order
  - Material Request
  - Supplier
    - Supplier
    - Contact
    - Address
  - Quotation
    - Request for Quotation
    - Supplier Quotation
- Assets
  - Introduction to Assets
  - Asset Movement
  - Assets
  - Asset Maintenance
  - Items & Pricing
- Reports
  - Accounting Reports
  - Purchase Reports
    - Purchase Reports
  - Stock Reports
  - Asset Reports
    - Assets Reports
  - Other Reports
- Basics
  - Accounting Basics
  - Share Management
  - Opening and Closing
  - Budgeting
  - Multi Currency
  - Cost Center
  - Stock Settings
  - Templates
  - Items & Pricing
  - Buying Settings
  - Asset Settings
    - Asset Category
    - Asset Location
  - Setup
    - Bank
Loans
People
- Payroll
  - Introduction to Payroll
  - Employee Benefit Claim
  - Employee Benefit Application
  - Payroll
  - Compensations
- Employee
- Deployment
- Analytics
  - Reports
    - Salary Payment Based on Payment Mode
    - Income Tax Compilation
  - Key Reports
  - Other Reports
- Productivity
  - Overtime Application
  - Leaves - Admin
  - Attendance
  - Shift Management
    - Shift Request
    - Shift Assignment
- Staffing
  - Interview
  - Hiring
- Configuration
  - Settings
    - Employees
    - Grade
      - Grade Band
    - Employee Lifecycle
    - Energy Point
      - Energy Point Settings
    - Shift
      - Shift Type
    - Staffing
      - Interview Type
    - Leaves - Admin
    - Templates
    - Payroll
      - Salary Component
      - Salary Structure
Stock
- Introduction to Stock
- Stock Transactions
- Serial and Batch Number
- Tools
- Item & Pricing
- Stock Settings
- Key Reports
- Other Reports
- Stock Reports
Sales
- CRM
  - Opportunity
  - Data source
    - Lead
    - Prospect
  - Customer
    - Customer
    - Contact
    - Address
  - Activities
    - Appointment
    - Communications
  - Tools
    - Non-disclosure Agreement
- Targets
  - Sales Person
- Contracting
  - Rules
  - Items and Pricing
  - Tools
  - Customer
- Selling
Blogging
- Blog Post
- Newsletter
- Blog
  - Blogger
  - Blog Category
- Knowledge Base
  - Help Category
  - Help Article
- Campaign
Support
- Issue
- Maintenance Visit
- Service Level Agreement
- Tickets
  - Issue Type
  - Issue Priority
- Maintenance
  - Maintenance Schedule
- Warranty
- Reports
  - First Response Time for Issues
Projects
- Introduction to Projects
- Project
- Time Tracking
- Project Reports
Self Services
- Basic
  - Employee
- Finance
- System Activities
  - Activity Log
Approval Center
- Leave Application
- Booking request

Admin & Setup
- Build
  - DocType
  - Workspace
  - Module Def
  - Print Format
  - Modules
    - Module Onboarding
  - Models
    - Customize Form
    - Custom Field
  - Scripting
  - Workflows
  - Views
  - Email
  - Automation
  - Packages
    - Package
    - Package Import
  - Printing
- Users
  - New User
  - Role
  - Role Profile
  - Permissions
  - Log
- Website
  - Web Forms
  - Web Page
  - Setup
  - Website
- Standards
  - Basics
    - Brand
    - Country
  - Announcement
    - Category Type
    - Classification Type
- Integrations
  - Backup
  - Google Services
  - Authentication
  - Event Streaming
    - Document Type Mapping
  - Settings
  - Integration
    - Plaid
    - Exotel
  - Social Media
    - Twitter
    - LinkedIn
- Apps Settings
  - Accounting
    - Payment Gateway Account
    - Accounts Settings
  - People
    - HR Settings
    - Advanced Settings
  - CRM
  - Support
    - Support Settings
- Core Settings
  - Data
  - Core
Management
- Office
- Quality
  - Introduction to Quality
  - Goals and Procedure
    - Quality Goal
    - Quality Procedure
  - Review and Action
  - Feedback
- Tools
  - Productivity
    - To Do
    - Calendar
    - Note
  - Dashboards
    - Dashboard
    - Dashboard Chart
Finance
- Introduction to Finanace
- Purchase Invoice
- Expense Report
- Sales Order
- Sales Invoice
- Accounting
  - Journal Entry
  - Sales Invoice
  - Purchase Invoice
  - Payment Entry
  - Accounts
  - Bank
  - Subscription
    - Subscription
    - Subscription Plan
- Buying
  - Introduction to Buying
  - Purchase Invoice
  - Purchase Order
  - Material Request
  - Supplier
    - Supplier
    - Contact
    - Address
  - Quotation
    - Request for Quotation
    - Supplier Quotation
- Assets
  - Introduction to Assets
  - Asset Movement
  - Assets
  - Asset Maintenance
  - Items & Pricing
- Reports
  - Accounting Reports
  - Purchase Reports
    - Purchase Reports
  - Stock Reports
  - Asset Reports
    - Assets Reports
  - Other Reports
- Basics
  - Accounting Basics
  - Share Management
  - Opening and Closing
  - Budgeting
  - Multi Currency
  - Cost Center
  - Stock Settings
  - Templates
  - Items & Pricing
  - Buying Settings
  - Asset Settings
    - Asset Category
    - Asset Location
  - Setup
    - Bank
Loans
People
- Payroll
  - Introduction to Payroll
  - Employee Benefit Claim
  - Employee Benefit Application
  - Payroll
  - Compensations
- Employee
- Deployment
- Analytics
  - Reports
    - Salary Payment Based on Payment Mode
    - Income Tax Compilation
  - Key Reports
  - Other Reports
- Productivity
  - Overtime Application
  - Leaves - Admin
  - Attendance
  - Shift Management
    - Shift Request
    - Shift Assignment
- Staffing
  - Interview
  - Hiring
- Configuration
  - Settings
    - Employees
    - Grade
      - Grade Band
    - Employee Lifecycle
    - Energy Point
      - Energy Point Settings
    - Shift
      - Shift Type
    - Staffing
      - Interview Type
    - Leaves - Admin
    - Templates
    - Payroll
      - Salary Component
      - Salary Structure
Stock
- Introduction to Stock
- Stock Transactions
- Serial and Batch Number
- Tools
- Item & Pricing
- Stock Settings
- Key Reports
- Other Reports
- Stock Reports
Sales
- CRM
  - Opportunity
  - Data source
    - Lead
    - Prospect
  - Customer
    - Customer
    - Contact
    - Address
  - Activities
    - Appointment
    - Communications
  - Tools
    - Non-disclosure Agreement
- Targets
  - Sales Person
- Contracting
  - Rules
  - Items and Pricing
  - Tools
  - Customer
- Selling
Blogging
- Blog Post
- Newsletter
- Blog
  - Blogger
  - Blog Category
- Knowledge Base
  - Help Category
  - Help Article
- Campaign
Support
- Issue
- Maintenance Visit
- Service Level Agreement
- Tickets
  - Issue Type
  - Issue Priority
- Maintenance
  - Maintenance Schedule
- Warranty
- Reports
  - First Response Time for Issues
Projects
- Introduction to Projects
- Project
- Time Tracking
- Project Reports
Self Services
- Basic
  - Employee
- Finance
- System Activities
  - Activity Log
Approval Center
- Leave Application
- Booking request

Lead Details

To access Lead Details go to

Sales > Performance > Sales Reports > Lead Details

This report provides lead name, address, contact details, lead source, territory, and other details.

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