Editing an Item for a Lead

Edit an item for a lead.

1. On the home page, select Leads.
2. Select a lead to view the lead fact sheet.
3. View the existing items for the lead.
   • (Windows Mobile Professional) Near the bottom of the screen, select Items.
   • (Windows Mobile Standard) Select Menu > Items.
4. Highlight the item to edit.
   • (Windows Mobile Professional) Select Edit.
   • (Windows Mobile Standard) SelectMenu > Edit.
5. Edit the item details, then select Save.

   Some fields are grayed out and may not be editable. If you need to change the product ID or description, delete the item and create a new item.