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How to View and Edit Lead Information

This article will cover:

What Is The Personal Information Tab?

The Personal Information tab holds the 12 basic fields that a consumer typically fills out on any webform. This tab also has a checkbox that indicates if this lead was a test or not. All of these fields are editable.

What Is The Sale Info Tab?

The Sale Info tab will show you everything you need to know about the sale and attribution for this lead. It includes the price paid and received, the Affiliate and the Campaign that it is associated with, as well as other information such as whether or not it was returned or if the Affiliate pixel was fired. This information is not editable because it is tied to tracking and attribution.


The price paid to the Affiliate can be adjusted by clicking the Change Price button located under the CAKE Lead ID.

What Is The Vertical Specific Tab?

The Vertical Specific tab will you show you the fields that you have added specifically for this Vertical, outside of the basic fields that we provide. All of these fields are editable.

What Is The Consumer History Section?

The Consumer History will show you when this lead came into CAKE , if and when it was edited, and if the lead was successfully posted to the Buyer or not.

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