Leads - Updating and Editing a Lead

Updating and Editing a Lead

When editing a lead, you will click on the Events tab at the top of the page and then click on Leads/Events. You can either scroll through and find the customer that you are looking for or use the filter on the left hand side, put in the name of the customer you are looking for, select the customer and you can edit or update the page. Make sure you click the Save/Close button when done editing, or your changes will not save.

Note: You must clear the price or check recalculate if you want pricing to be re-done.

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