What do you do if the lead name changes?

Updated on July 29, 2020 12:51AM by Admin

A sales lead is nothing but an individual or business showing interest in your Product/services. If the lead gets satisfied with your products/services then they will turn into your potential customer. If not, the lead moves on to other products. In such cases, you need to delete the leads from your list.

Steps to Modify Lead Name

  • Log in and access Leads App from your universal navigation menu bar.
  • Select "Lists" dropdown. Click on “Show All” from the left navigation panel.
Leads App

  • Click on the "More Details" icon to overview the lead’s information. Hover the first name or last name field based on your requirement. A pencil icon will appear.

  • Click on it and modify the required field.
Edit Field

  • Click on the "Save" button to update the changes as shown in the image:
Saved Changes

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