How to Edit an Existing Lead? 

How to Edit an Existing Lead? 

ConvertLead > Left-Hand Menu > Leads 

  1. Follow the above-mentioned workflow to land on the Leads screen. 

  1. Here, for a specific lead you want to edit, click the icon. Doing so reveals a couple of options. 


Figure 75 Three Dot Icon 

  1. From these options, select Edit. This opens the Edit Lead window. 


Figure 76 Edit 

  1. 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 

  1. 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 

  1. 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