How do I Edit Lead Information?

Updated on May 29, 2017 04:01AM by Admin

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.
    More Option
  3. You can view lead information in overview page.
    Lead Page
  4. Click on respective fields you would like to modify.
    Edit Lead
  5. All the changes will be auto updated.

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