To perform all lead-related actions, click on ‘Leads’ in the top navigation bar.
To edit a lead, click on the three dots at the end of that lead’s row.
Tip - To find a lead quickly in the list, use the search field on the top of the page.
1. A ‘Edit Lead’ pop-up appears with details that can be edited.
2. You can edit the name, company name, email, or phone number.
3. Once the details are changed as required, click on the ‘SUBMIT’ button.
You have changed the lead’s details.
If you want to assign this lead to a particular rep and specify the stage of the sales pipeline, click here.