How to Edit an Existing Lead?
ConvertLead > Left-Hand Menu > Leads
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Follow the above-mentioned workflow to land on the Leads screen.
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Here, for a specific lead you want to edit, click the
icon. Doing so reveals a couple of options.
Figure 75 Three Dot Icon
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From these options, select Edit. This opens the Edit Lead window.
Figure 76 Edit
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Here, all the fields you filled while creating the selected lead are displayed in editable view. You can make the changes you need.
Figure 77 Edit Lead
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Once the changes are made, click the
button. This updates the changes you made in the selected lead and closes the Edit Lead window.
Figure 78 Save Button
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Similarly, clicking the Archive option from the
menu moves the selected lead to the Archived section upon getting confirmation from you via a confirmation popup.
Figure 79 Archive
Figure 80 Confirmation Popup