Lead Management
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      Edit Lead Details

      Edit Lead Details

      1. Click Sales

      2. Select Leads List in the expanded menu.

      3. Click the name of the Lead you would like to edit.

      4. Click Edit in the top right corner of the lead card.

      5. Make any necessary changes on any of the three tabs in the pop-up window that appears.

      6. Click Update Lead when you’ve finished making all changes.