How to Edit an Existing Company?
ConvertLead > Left-Hand Menu > Companies
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Follow the above-mentioned workflow to land on the Companies tab.
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For a company you want to edit, click the icon from that company’s row.
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Doing so reveals a couple of options.
Figure 47 Three-Dot Icon
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From these options, click Edit.
Figure 48 Edit
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This opens the Edit Company window. Here, all the details you added while creating the selected company are displayed.
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You can make changes as per your requirement.
Figure 49 Edit Company
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Once the required changes are made, click the button. This saves the changes you made and closes the Edit Company window.
Figure 50 Save Button