Edit Lead Details

Edit the details for a lead.

Once you display the fact sheet, you can edit lead details by selecting Edit from the Lead Details menu.

From the Edit Lead screen, you can:
  • Add or update basic details, such as description, status, and start and end dates.
  • Add, update, or delete contact and account relationship and partner information.
  • Add or update the notes for this lead.
  • View the items associated with this lead.