When you select a lead from your inbox, the right-hand panel opens the lead detail view. This is where you review the enquiry, check what action is needed next, and move the lead forward through the workflow.

Leads works in three columns: your inbox on the left, the lead detail view in the middle, and a side panel on the right for whatever you open from it - the form to create a persona record, a booking.

The inbox stays within a sensible width, so a wide monitor gives the extra space to the lead you are working rather than stretching the list. The side panel is a fixed width, the same as a drawer elsewhere in Reapit.

On a wide enough window the side panel sits beside the detail view. Where there isn't room for both, it opens over the right-hand edge of the detail view instead - because the alternative is worse: squeezing the detail view to make room would rearrange its own two columns into one every time you opened a panel. Your inbox stays visible either way, the lead underneath stays readable and scrollable, and closing the panel returns you to it. Collapsing the left-hand menu is the quickest way to win back the width.

The lead detail view itself is laid out in two columns: the work you do on the lead on the left - the contact (headed Link contact until one is linked, then Contact details), then, for a vendor or landlord, Property, then Communication history - and what came in on the right, under Enquiry. Each section carries its own heading, separated by a dividing line. On a narrower window the two stack, the left column first.

The two columns deliberately list the same fields for different things. Contact details shows the contact record as it exists in Reapit; Enquiry shows what the enquirer actually submitted. Comparing them line for line is how you check you have the right person.

At the top of the panel you will see:

The lead's status is shown as a badge just before the source, at the start and end of a lead's life: New lead when it has just arrived, Completed once it is done, and Rejected if it was closed without being qualified. While you are working a lead there is no badge, since the page itself shows which step it is at. A rejected lead's badge names the reason (for example Rejected (Spam)), with a message below the header explaining it in full (see What do the different lead statuses mean?).

The lead's next move sits at the top right of the lead's header, level with their name. Depending on the lead's status, you may be offered:

To reject a lead, select the More actions button (three dots) at the far right of the header. Under Reject lead it offers:

The menu is available on every open lead, including one that already has a contact, since a lead can turn out to be spam or a duplicate at any point. There's no confirmation step: the lead is rejected straight away, the header offers Reopen lead in case you picked the wrong one, and the lead drops out of the inbox's default view. If the enquiry is from someone who is already a contact, don't reject it - attach the existing contact under Contact instead.

Giving the lead a contact is not here: it is done in the lead itself, under Link contact in the left column - see below. Everything else in the workflow still opens a panel.

Before a lead has a contact record, the Link contact section at the top of the left column is where you give it one, without leaving the lead.

It starts by looking for itself. While it checks, it says Checking whether this enquiry matches an existing contact rather than guessing - so an existing contact is never briefly reported as missing.

Reapit compares the enquiry's own phone number and email address against your contacts, and shows what it finds.

One match appears as a card marked Possible match, carrying the contact's name, phone, email and address. The field that agreed with the enquiry is ticked in green, so you can see why it was suggested rather than taking it on trust. The card holds both ways forward:

Several matches appear as selectable cards, two or three side by side depending on how much room the column has, with any remaining ones as a list underneath. The best match is worked out for you - a match on both phone and email outranks one on either alone - and the strongest is selected when the section opens, so the common case is Link contact and nothing else. Select a different card or row to change your mind. Past three extra, the list collapses behind Show N more so a long tail of near-duplicates doesn't bury the action.

Turning a suggestion down leaves a note of who was dismissed, with Show them again to bring the suggestion back if you change your mind.

Once no match has been found - or you have turned the suggestions down - two ways forward sit side by side:

If you search and then decide the original suggestion was right after all, Show them again clears the search and brings the match back.

Either way the outcome is the same: a contact record on this lead. The record created by the second route is a contact in its own right, the same as any other in Reapit - "new" is what distinguishes making one from picking one that already exists. The enquiry's own details - Name, Phone, Email, Address and the message - are listed under Enquiry in the right-hand column throughout, so you can see what you have to work with while you search, and anything the enquiry didn't include reads Not provided.

Once the lead has graduated, the section is headed Contact details and shows the records that now exist in Reapit: the linked contact at the top, and below it the persona record for the role created. A vendor or landlord is the exception: their role is about a property, so it is shown in the property section below instead (see Property). (A sales or lettings applicant has no property of their own; the one they view is chosen when the viewing is booked. The property they enquired about is shown separately - see Property enquired about.) When an appointment is booked, a banner runs across the top of the section.

A sales applicant is shown as its own card, Search requirements, with the search's status beside the title as a badge (Active, Inactive or Archived) and its market as a tag (Sales or Lettings). View applicant, on the right, opens the full sales applicant record in a new tab, and beneath it are the requirements that were set - for example price range, bedrooms and property type. Requirements left open aren't listed. The date the search was Registered, the date of their Last viewing and of the Last call recorded against the search in Reapit follow them, so you can see how recently they were active. Either date reads None yet where there has been none.

The contact's name is not repeated here, since it is the lead's name in the header. View contact, on the right of the Contact details heading, opens the full contact record in a new tab so the lead stays where it is; an archived contact is marked Archived beside it. The contact record is where you see and change the persona too - its Roles & linked records card lists every role the contact holds, and a sales applicant's requirements are edited from there. See How do I see a contact's details and every role they hold?.

The contact's phone number, email and address on that card are all actionable: selecting the phone number dials it, the email opens a new message, and the address opens it in Google Maps - the same destination as Get directions on a property. Hovering any of the three reveals a copy button, for pasting the value somewhere else.

For a vendor or landlord, the property section sits between the contact section and Communication history. While they have no property yet, it asks you to look up their property or add a new one. Search for the property they're selling or letting, check it on its card, and select Link property to create the vendor or landlord record for it; Change property goes back to the search. If the property isn't in Reapit yet, select Add new property (beside the search, or in the search when nothing matches). See How do I create a persona?.

Once a property is linked, the section shows it as a property card - selecting it opens the property's record in a new tab. Below the card, Book market appraisal opens the booking panel, and Unlink property unlinks the vendor or landlord after you confirm, putting the section back to the property search - see How do I create a persona?.

Below the contact section, Communication history is a timeline of everything that has happened on this lead, newest at the top: each attempt anyone made to reach them - the number or address tried, what came of it, when, and who tried - down to Initial enquiry received and the enquirer's message at the bottom. Add attempt, on the right of the heading, opens the form at the top of the timeline, so you can record a call without leaving the lead. The section is shown at every stage, whether or not anything has been logged. See How do I record my attempts to reach a lead? for the detail.

Where the enquiry names a property, it is shown as a card at the top of the Enquiry column, with its photo, price and address. Selecting it opens that property's record.

This is the property the enquiry itself is about - the one a sales or lettings applicant asked to view, or the one an owner asked you to value - so it is available from the moment the lead arrives, before any contact or persona record exists.

Two cases where it is not shown:

The right-hand column is the enquiry exactly as it arrived, and nothing you do to the lead changes it. It opens with the property the enquiry is about, as a card showing its photo, price and address - selecting it opens that property's record. Below that come the submitted details: Name, Phone, Email, Address, and the message, if there was one.

It stays visible at every stage, so the details you are working from are always beside the work. Anything the enquiry did not include reads Not provided rather than sitting empty.