Update Lead

  1. You can update existing lead data in the list by clicking the edit button. edit

  2. Then the selected lead with existing data will appear. You can change any data you want.

    The label with * is required.

    chg-lead You also can manage the data of tasks, meet, calls, products, library, and history by clicking the tab of respective data. For more information, please refer to tasks, meet, calls, and products.

    Tabs
  • Details chg-lead-detail You can edit status, assigned, contact and company, description, and industry by clicking the "Details" tab.

  • Tasks chg-lead-task If you click the "Tasks" tab, you can view the list of task related to the selected leads. For more information, please refer to task.

  • Meet chg-lead-meet If you click the "Meet" tab, you can view the list of meetings related to the selected leads. For more information, please refer to meeting.

  • Calls chg-lead-call If you click the "Calls" tab, you can view the list of calls related to the selected leads. For more information, please refer to call.

  • Products chg-lead-prod If you click the "Products" tab, you can view the list of products related to the selected leads. For more information, please refer to product

  • Library chg-lead-libr If you click the "Library" tab, you can view the list of library related to the selected leads. For more information, please refer to library.

  • History chg-lead-hist If you click the "History" tab, you can view the list of history related to the selected leads.

  1. Click save button and the pop-up will appear indicating your data has been updated. data-updated