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Solution home Sales Pipeline FAQs

How do I edit Leads? Print

Modified on: Tue, 5 Nov, 2024 at 10:48 AM


To edit Lead details on the Web Portal, go to Sales > View Leads > Select the Edit pen for the lead that you wish to edit > make the changes > Save or Save & Exit.




To edit Lead details on the app, go to Sales > tap the lead that you wish to edit > make the changes > Save.


  • What is a Lead?
  • How do I add a new Lead?
  • How do I delete a Lead?

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