To edit lead details in the system:
Click on the edit icon in the lead details panel
A dialogue box will appear with the default fields in the platform
You can add additional fields and data to collect at the lead level
These fields can be used to personalize email templates and other communication with the lead
To edit a detail, simply type directly into the field and hit "save lead" to update the information in the system.
Video Transcript
And this, but I'm going to show you how to edit your lead details. So to change the data for a lead. Once you've added a lead into the system, you can update the lead data by simply clicking on this icon. So once you go into your lead you have little edition here and the lead details panel.
Just go ahead and click that that's going to pop-up a dialogue box with all the system fields that are default within our platform. Now you can add as many fields as you like and data that you're going to collect at a lead level. Videos to follow will show you exactly how to do that.
In addition to that, all of these global fields and your custom fields you can use to personalize your email templates and and your temples, and you can use them on basically everywhere where you're sending out communication to your lead and videos to follow, to show you that.
So to edit any of these details here it's just you know, you type directly into it. So in this case I can say: I may want to change you know whatever. Herein, add an additional stuff. So once you change or update, just hit, save lead. That's going to automatically update the lead and save directly in here, obviously, and so that's where you access to edit your lead details.
