Edit a Lead

To edit the details of an existing Lead:

1. Main Menu
2. If you know the Lead ID, click the folder icon next to Lead, enter the Lead ID and skip to Step 9
3. Otherwise, select Leads
4. The Lead page will open in a new tab
5. Enter any known information into the search fields on the left side of the page
6. Click Search
7. Click on the Lead ID within the results to open the Lead in a new browser tab
8. Click Edit
9. Update the Lead with new details
10. Click Save
11. Your Lead will be updated