{% extends "portal_base.html" %} {% block title %}{{ lead.contact }} · Lead{% endblock %} {% block topbar_title %}Lead · {{ lead.contact }}{% endblock %} {% block portal_content %}

Contact

Status edits and note posting come next in functionality work.

← Back to inbox

Notes

{% for note in lead.notes.all %}
{% if note.author %}{{ note.author }}{% else %}System{% endif %} · {{ note.created_at|date:"M j, g:i A" }} — {{ note.body }}
{% empty %}

No notes yet.

{% endfor %}

Attribution

{% if lead.attribution %}

utm_source {{ lead.attribution.utm_source|default:"—" }}
utm_medium {{ lead.attribution.utm_medium|default:"—" }}
utm_campaign {{ lead.attribution.utm_campaign|default:"—" }}
{% if lead.attribution.visit %} Landing {{ lead.attribution.visit.path|default:"—" }}
First touch {{ lead.attribution.visit.created_at|date:"M j, g:i A" }} {% endif %}
Converted {{ lead.created_at|date:"M j, g:i A" }}

{% else %}

No UTM attribution on this lead.

{% endif %}

Linked contact · consent

Form submit defaulted email opt-in with notice. Postcard requires address + separate consent.

Open contact record →

{% endblock %}