The purpose of this article is to help you understand: 

  • How to edit a lead
  • How to delete a lead

 

Edit a Lead

If you imported some of your leads into the system, there is a chance you'll discover a mistake or two as you go over your leads sections.  Or, perhaps a lead contacted you and wanted to update the information they have on file.  Whatever the case may be, you can easily edit your leads' details by accessing the lead's profile page.

First, go to the Leads section in the Leads Module and locate the profile you'd like to edit.  Click on the lead's name.

This will bring you to that lead's Details page. Here there are several different buttons below the lead's profile picture and name.  Click on the "Actions" button.

Select "Edit" to launch the Edit Lead pop-up.  Here you can edit the lead's name, email address, phone number, and tags.  

When finished, click the blue "Update" button to save any changes.  A green system alert will appear in the top right corner of the page confirming that the lead has been updated successfully.

 

Delete a Lead

In some instances, you may need to delete a lead.  Perhaps a customer filled out the same form twice with duplicate information, or maybe a lead even requested to be removed from your system.  Whatever the case may be, it is possible to permanently delete a lead by going to the lead's Details page.

First, go to the Leads section in the Leads Module and locate the profile you'd like to edit.  Click on the lead's name.

This will bring you to that lead's Details page. Here there are several different buttons below the lead's profile picture and name.  Click on the "Actions" button.

Select "Delete".  A popup will appear, asking if you are sure you want to delete this lead.  Only click "Delete" if you are certain you do not want to retrieve this information ever again.  

Once you click delete, a green system alert will appear in the top right corner confirming that the lead has been deleted successfully.