Editing your leads

Chris Horroll
Chris Horroll
  • Updated


If you need to add further information or make any amendments to your leads, such as name, address or contact details, you can edit them at any time to keep their information up to date.

To make changes to your leads information:

  1. Navigate to the Leads section on the right-hand side of the Dashboard, and click the lead you'd like to edit
  2. The contact information for the lead displays, along with visibility of any deals attached to the lead (if applicable). Click Edit in the top right hand corner
  3. You're now able to make any required edits, or add previously missing information to the lead (there are several dropdown fields which you can click to expand)
  4. When you've finished editing the lead details, click Save in the top right corner to save your changes