How To - Edit a Lead (MobileLeads) Print

Modified on: Fri, 20 May, 2022 at 9:37 AM

See creating a Lead article : How To - Create a New Lead

Instructions to Edit a Lead

Step 1: Navigate to Edit the Lead

Access the Lead to be edited.
Select the 'Edit Lead' button located at the top right of the opened Lead.

Step 2: Edit the Lead

Make all necessary edits to the Lead.
Once all edits are complete, click on the blue 'Update Lead' button located at the bottom right of the screen.

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