Customer info
The Customer info sidebar is pinned to the right side of the Lead Details dialog on desktop. It combines editable contact fields (phone, email) with display-only details that the source platform extracted from the customer’s original inquiry - things like the service they asked about, their availability, their postal code, and any files they attached.
Getting here
In NZ Leads, go to Leads and click a row. The customer info sidebar is shown on the right side of the Lead Details dialog. On narrower screens it’s available via a toggle or panel in the dialog.
Editable fields
Contact information - phone and email - is edited through an inline form. Click the pencil edit icon next to the Contact information heading to switch the section into edit mode.
- Phone - the customer’s real phone number. Also click-to-call from view mode.
- Email - the customer’s email address. Also click-to-email from view mode.
Edit mode
Clicking the edit icon swaps the contact rows for a small form with a phone input and an email input, plus Save and Cancel buttons at the bottom.
- Phone validation - the phone input must match a valid North American phone format (10-digit,
1+ 10-digit, or+1+ 10-digit; spaces, dashes, parentheses, and dots are allowed and stripped). If the value doesn’t validate, the Save button is disabled until you correct it. - Email validation - the email input must be a valid email address. Leave it blank to clear the email.
- Save - writes both fields at once and exits edit mode.
- Cancel - discards your edits and exits edit mode without saving.
Phone numbers from Yelp. When a Yelp customer chooses to share their phone number on Yelp, NZ Leads fetches their real number directly from Yelp and fills in the Phone field for you. If a customer gives you a number some other way (for example in a message), update the phone field in edit mode.
Display-only fields
These are pulled from the source’s inquiry and shown as-is. They help you answer without having to scroll the conversation.
- Lead created - the timestamp of the original inquiry (when the lead first came in). Shown at the top of the sidebar.
- Service details - the job or service names the customer asked about (for example “Kitchen remodel” or “Long-distance move”).
- Availability - the customer’s availability window: ASAP, Flexible, or Specific dates if they picked them on the source.
- Location / postal code - where the customer is based or where the job is.
- Additional info / description - the customer’s original inquiry text.
- Survey answers - structured question-and-answer responses the customer filled out on the source (common on Yelp and Thumbtack).
- Project files / attachments - any photos or files the customer sent with the inquiry.
Not every field is available for every source - platforms provide different data.
On narrow screens
When the window is too narrow to fit the sidebar alongside the conversation, the sidebar is replaced by a compact summary strip at the top of the conversation with a “See details” button. Clicking it opens the full customer info in a modal so you can read everything without losing the chat view. Close the modal to return to the conversation.
What each source extracts
Yelp
- Customer name
- Real phone (when the customer chooses to share it on Yelp, fetched from Yelp automatically)
- Temporary email (when Yelp supplies one)
- Project / job names
- Availability status and dates
- Postal code
- Additional info and customer description
- Survey answers
- Project attachments (photos and files)
Thumbtack
- Customer name
- Project details
- Postal code
- Availability
- Attachments
Facebook Messenger
- Customer name (from their profile)
Phone and email are not provided - you collect them in the conversation.
Facebook Lead Ads
Whatever fields the ad’s lead form collected. Typically:
- Customer name
- Phone
- Any custom fields on the form
- Customer name or handle
Phone and email are not provided - you collect them in the conversation.
Google Local Ads
- Customer name
- Phone
- Postal code
- Service requested
Editing phone or email
Editing phone or email only changes the value stored in NZ Leads - it does not edit the customer’s record on the source platform. The source platform keeps whatever the customer gave it there. Once you click Save, the new values are available everywhere the lead appears (the Leads table, integrations, etc.).
Questions? Email support@nzleads.com.