Skip to main content

How to Quickly Edit Lead Info

Easily update lead details directly from the Lead Card.

Samir Rashed avatar
Written by Samir Rashed
Updated over a month ago

Steps to Quick Edit a Lead:

1️⃣ Open the Lead Card

  • Click on the lead's name from the lead list.

  • A Lead Card pop-up will open.

2️⃣ Edit Lead Information

  • Modify details such as name, contact info, status, source, and any other fields.

  • View the Activity Log to track interactions.

3️⃣ Navigate Between Leads

  • Use the arrow buttons to quickly switch between leads without closing the Lead Card.

4️⃣ Save Changes

  • After making edits, click "Save" to update the lead information.

Did this answer your question?