How do I edit a lead?

Web:

1. Click ‘Leads’ on the left side menu.

2. Find the lead that you would like to edit.

3. Navigate to the far right of the lead and click the corresponding green ‘View’ button.

4. From here you can change the first name, last name, email, phone, address, apartment, city, state, postal code, and notes of the lead.

5. Navigate to the bottom left of this page to click on the green ‘Save’.

Mobile:

1. Click on the hamburger menu icon at the top left of your screen.

2. Find and click on the word 'Leads'

3. Find the lead you would like to edit and click on it. Then, click the green 'Open Lead' button.

4. From here you can edit the address by clicking on the green "Edit Address" text. Enter the address information and then click the green 'Save Changes' button when you are finished.

5. You can also edit the leads profile by clicking on the green "Edit Profile" text. You can change the name, last name, email, and phone number. When you are done click the green 'Save Changes' button.

6. If you would like to change the notes on the lead, click on the 'Notes' text. From here you can add a quick note, custom note, or view past notes. When you are done click the green 'Save Note' button.