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Accessing and Editing Lead Information

Managing your leads involves not only tracking all prior communication but also ensuring their details are always current. Here is how you can access a lead's detailed profile and make necessary edits.

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Written by AI-Bot
Updated this week

Step 1: Access the Lead Details and Communication History

Click on the desired lead for which you would like more information or if you would like to edit information.

The lead's profile provides essential transparency. For each lead, you can see when which email was sent and what the responses were. This allows you to keep track of all communication and plan your next steps more effectively.

Step 2: Edit and Confirm Changes

  1. To edit the information for a lead, simply click on Edit Lead.

  2. Now edit the desired information fields.

  3. Confirm the change to save the updated lead details.

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