To edit the data of an existing lead select the lead in the pipeline or in the list and click on its title.
By clicking on a field, you will be able to change its value:
- Lead title;
- Responsible for lead (Owner of the account becomes a responsible user by default);
- Sales budget of a lead;
- Lead status;
- Lead contact (if such contact already exists, additional fields such as Company, Job title, etc., will be filled in automatically);
- Notes to the lead;
- Add file to the lead (the maximum size for each file is 128 MB);
- Add To-do list.
After making changes do not forget to click "Save" button in the upper right corner of the screen.