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Find the insights and best practices about our product.
Getting Started
Login & Change Password
Access the User Guide
Access the Onboarding Hub
End Users
Dashboard
Report Builder
Lead
Add new lead
Edit lead
Delete lead
Convert lead
Opportunity
Assign owner for an opportunity
Email
Connect email
Home
End Users
Lead
Edit lead
Edit lead
This is how to edit a lead.
Go to the
Lead
module and select the lead you want to edit;
Click the three-dot icon (as shown in the image), then choose
Edit Lead
;
Make the necessary changes and click
Save
to complete.