Step-by-step Instructions

• Step 1

  Click on the Edit button for the lead you want to update.

• Step 2

  A form will open showing the current details of the lead.

• Step 3

  Update any fields you wish to change — such as name, email, phone number, or other lead information.

• Step 4

  Review all your changes to ensure the information is correct.

• Step 5

  Scroll to the bottom of the form and click the Update button.

• Step 6

  Your lead’s information will be successfully updated in the system.