How to edit lead profile details?

Modified on Tue, 13 Feb at 1:32 PM

To edit a new lead, follow these steps:

  • Go to "Lead Management" in the main navigation bar.

  • Click the "Leads" button under Lead Management.

  • On the Leads page, find and select the particular lead name you want to edit.

  • A pop-up named "Lead Activity" will appear.

  • On the Lead Activity page, click the edit icon associated with the lead profile.



  • Update the lead profile details as needed.



  • Click the "Update" button to save the changes.

By following these steps, you can efficiently edit and update lead details in your system.



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