To edit the details of an existing Lead, open it via the Lead search page, by clicking the folder icon next to Lead in the main menu to open it directly by ID, or from the Lead Pipeline page.
To locate and edit an existing Lead:
- Main Menu > Lead (or click the folder icon next to Lead and enter the Lead ID to open it directly)
- Enter search criteria (optional)
- Click Search to open the Lead results
- Click on the Lead ID to open the Lead
- Amend the Lead details
- Save
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article