Most Popular Questions

Most Recently Viewed

Most Recently Added
How To Modify A Lead? (KB10000001)

1. Click the Lead tab on the top.

2. Locate the lead you wish to edit.  You can use the filter to help you search.

3. Click the company or the contact name to view the Lead Details.

4. Click the EDIT button.

5. Make your changes and click SAVE when done.

Note:  You may only edit leads which are owned or assigned to you, or if you have administrative rights.

Did you find this helpful?