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.

7. Validate that your lead was edited successfully back on the lead card.

Need Help?

If you have questions or feedback about any of these features, please contact support using the in-app chat. Thanks for reading!