The workspace header names the customer and where they are

The header of a lead’s workspace used to answer two questions — which product, which service. Answering the other two, who the work is for and where they are, meant opening another screen.

It now carries four datapoints in one row: product, service, customer and location. Each is labelled, and the label and the value are set far enough apart that you can tell at a glance which you are reading. A lead missing one of the four says “Not set” in its place rather than quietly dropping it, so a gap in the record looks like a gap.

Location reads as the lead’s region and country.

The customer’s card

The customer’s name is a link. It opens a read-only card for that account — company, contact, location and the request reference — so you can check who you are dealing with without leaving the lead and finding your way back.

The card is open to everyone who can already open the lead, and to nobody else. The customer’s email address is held back further: you see it only if your role lets you see people’s contact details.

The row wraps rather than overflowing on a narrow screen, so it stays readable on a phone.