How do I Edit Lead Information?

In Apptivo Leads App you can make changes to the already saved records. hat is you can edit the contents.  A prominent feature in Apptivo CRM known as Apptivo Inline editing allows you to update object information directly in each row/field on the view page.

Read on to see how to edit the records.

Steps to Edit Lead Information

1. Log in and access Leads App from your universal navigation menu bar.
2. Select an existing lead to edit information.
   
3. You can view lead information in overview page.
   
4. Click on respective fields you would like to modify.
   
5. All the changes will be auto updated.

Related Links

Read more about:

• Duplicate a lead
• Delete a lead