Understanding the Lead Details Page
Quick Answer
The Lead Details page shows comprehensive information about a referral opportunity before and after purchase. Before buying, you see everything except the client's name and contact details (shown as asterisks). After purchase, all information including full contact details becomes visible, helping you prepare for client outreach.
Overview
The Lead Details page provides the complete context you need to make informed purchasing decisions and effectively serve clients. This dedicated page expands beyond the dashboard card preview, showing the full situation, qualifying questions, and specific requirements that help you assess fit before committing to purchase.
Accessing the Lead Details Page
From the Dashboard
Navigate to your Leads Dashboard
Find a lead in the "New" tab
Click anywhere on the lead card (except buttons)
Lead Details page opens in same window
Use breadcrumb navigation to return
From Email Notifications
Email links may direct to dashboard view
Navigate to specific lead from there
Some emails include direct detail links
Navigation Elements
Breadcrumb: "My referrals > Referral details"
Return Options: Back button or breadcrumb click
URL: Unique URL for each lead detail page
Information Display Before Purchase
Contact Information (Hidden)
Protected fields showing asterisks:
Full Name: ************
E-mail Address: ************
Phone: ************
Visible information:
Received On: Full date and timestamp
Lead ID: Unique identifier (e.g., 4293)
Lead Information (Fully Visible)
Section | Details Shown |
Location | City, State (e.g., Dallas, TX) |
Source | Publication name (e.g., Blacklawyers.com) |
Specialties | All relevant practice areas |
Special Requirements | Language, cultural preferences |
Timeline | Urgency level |
Budget | If applicable to service type |
Description Section
Complete narrative provided by client:
Full situation description
Background context
Specific needs
Previous attempts at resolution
Desired outcome
Any special circumstances
Qualifying Questions Section
"Follow-up Questions Answered by Lead"
Additional structured responses
Service-specific details
Clarifying information
Preferences and requirements
Contact preferences
Best times to reach
Information Display After Purchase
Revealed Contact Information
All asterisks replaced with actual data:
Full Name: Complete legal name
E-mail Address: Verified email
Phone: Direct phone number
Preferred Contact: How they want to be reached
Best Times: When to call
Language Preference: If specified
Additional Post-Purchase Data
Purchase timestamp
Invoice reference
Your purchase ID
Payment method used
Action Buttons
Before Purchase
Two prominent buttons at top and bottom:
Button | Action | Result |
"Not Interested" | Hides the lead | Moves to Hidden tab, frees for others |
"Purchase for $X.XX" | Initiates purchase | Opens payment selection popup |
After Purchase
Different options appear:
"View in Purchased Leads": Navigate to Purchased tab
"Download Contact": Export contact information
"Print Details": Print-friendly version
"Add Notes": Internal note-taking (if available)
Key Sections Explained
The Pricing Display
Shows exact price (e.g., "$24.00")
No hidden fees or taxes
Price based on specialty and qualifiers
Same price for all professionals
Non-negotiable
The Exclusivity Notice
Standard message displayed:
"Once purchased you will have access to the lead's contact information"
"Each lead is sold exclusively to one professional"
Reinforces one-time sale nature
Creates urgency for decision
Geographic & Specialty Indicators
Visual or text indicators for:
Distance from your location
Match percentage (if shown)
Specialty alignment
Language match confirmation
License compatibility
Using Details for Decision Making
Green Flags (Good Match)
Specialty perfectly aligns
Within comfortable service distance
Language needs you can meet
Timeline fits your availability
Clear, specific request
Reasonable expectations
Yellow Flags (Consider Carefully)
Secondary specialty area
Edge of service radius
Complex multi-issue case
Tight timeline
Vague description
Multiple previous attempts
Red Flags (May Want to Pass)
Outside expertise area
Too far to serve effectively
Language barrier concerns
Unrealistic expectations
Potential conflict issues
Better suited for specialist
Best Practices
Before Viewing
Have payment method ready
Block time for review
Know your capacity
Set purchase criteria
While Reviewing
Read entire description carefully
Check all qualifying questions
Assess realistic success chance
Consider time investment
Verify you can meet needs
After Reviewing
Make decision quickly (others waiting)
If purchasing, prepare contact strategy
If passing, hide to declutter
Document why you passed (personal notes)
Important Notes
No Time Limit: View details as long as needed
No View Tracking: Multiple views not counted
Exclusive Access: Only you see after purchase
Permanent Record: Details remain accessible
No Edits: Information is read-only
FAQs
Q: Can I share the Lead Details page with a colleague before purchasing? A: No, the page requires your login and shows leads matched specifically to you.
Q: Does viewing details multiple times affect the price? A: No, you can review as many times as needed without any impact on pricing.
Q: Can I see Lead Details for already purchased leads? A: Yes, access through your Purchased tab for complete information anytime.
Q: What if information seems incorrect after purchase? A: Contact support within 7 days if there are material errors in the lead information.
Q: Can I download or print the Lead Details page? A: Yes, after purchase you can print or save the complete information for your records.
Next Steps
Review several Lead Details pages to understand format
Create evaluation criteria for purchasing
Set up quick payment method
Practice navigating between dashboard and details
Document your decision patterns
Related Articles
Purchasing Referral Leads
Understanding Lead Quality
7-Day Refund Policy
Managing Your Purchased Leads