How to edit a lead

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:

  1. Lead title;
  2. Responsible for lead (Owner of the account becomes a responsible user by default);
  3. Sales budget of a lead;
  4. Lead status;
  5. Lead contact (if such contact already exists, additional fields such as Company, Job title, etc., will be filled in automatically);
  6. Notes to the lead;
  7. Add file to the lead (the maximum size for each file is 128 MB);
  8. Add To-do list.


After making changes do not forget to click "Save" button in the upper right corner of the screen.

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