How to Edit a Lead / Contact's Information

VIDEO TUTORIAL:

STEP BY STEP INSTRUCTIONS

1. Log in to your CRM

STEP BY STEP INSTRUCTIONS

Once you are in your "My Leads" section of your CRM, click on the lead you want to make any changes.

Once you are in the lead, scroll down to "Lead Details" section.  Now click on "Details" tab in "Lead Details"

There are two ways to make such edits, you can either click on "Edit" as shown by the arrow or once you are in the menu, you can always double click on it to make the change.

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