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The Lead Details screen displays a single lead record with stage progression, contact details, sequence enrollment status, and screening history. It is accessible at /ce/leads/:id.

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Overview

The Lead Details screen shows a header with the contact name (derived from the linked contact record), lead status badge, and current stage badge. For active leads, action buttons include: Screen (requires ce.screening.create, navigates to /ce/leads/:leadId/screening/wizard), Mark Lost (opens LeadLostDialog), and Convert Lead (requires ce.lead-conversions.create, opens LeadConversionWizard). For converted leads, a Retry Conversion button (requires ce.lead-conversions.create) appears when converted_to_id is not set; a Revert to Active button is also available. The lead stage progression bar is shown for active leads. An enrollment status widget (LeadSequenceStatus) appears when the lead has a linked contact and the user has ce.enrollments.view. Two detail cards show Lead Information (source type, source details, expected admission date, notes) and Contact Details (name, email, phone with a link to the full contact record). A full-width conversion or lost-details card is shown for closed leads. Screening history and (for converted leads) conversion audit trail are rendered below.

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Who it’s for

No explicit permission gate on the /ce/leads/:id route itself. Screening requires ce.screening.create. Converting requires ce.lead-conversions.create. Enrollment viewing requires ce.enrollments.view.

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Before you start

  • The lead ID must exist and belong to your organization.
  • To screen or convert a lead, you need the respective additional permissions.

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Steps

1

Open a lead record

Navigate to /ce/leads/:id by clicking a lead from the Lead Pipeline or a contact’s Leads tab.
2

Review lead information

Check source type, source details, expected admission date, and notes in the Lead Information card.
3

Advance the stage

Click a stage in the stage progression bar to move the lead forward.
4

Screen the lead

Click Screen (requires ce.screening.create) to launch the intake screening wizard.
5

Convert the lead

Click Convert Lead (requires ce.lead-conversions.create) to start the conversion wizard.
6

Mark the lead as lost

Click Mark Lost to open the lost reason dialog.
7

Review screening history

Scroll to the Screening History section to see all prior screenings for this lead.

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Key concepts

  • Lead status — active, converted, or lost; controls which action buttons are visible.
  • Lead stage — a configurable pipeline stage with name and color; shown in a stage progression bar.
  • Screening — a clinical intake screening can be launched for active leads; history is shown below.
  • Conversion — converting a lead creates a downstream record (type stored in converted_to_type); converted_to_id links to it.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/LeadDetailPage.tsx