To view the lead information
- Navigate to a lead's record.
- Select Lead on the left Nav menu.
- Note: In mobile devices this navigation is at the bottom of the page.
On this page you will see:
- Lead Information
- Central Station information
- Lead Details
To edit the lead's information
- While on a lead record on the Lead tab.
- Click the Edit icon on the upper right corner of the Lead Information section.
- Make all desired changes.
- Click Save.
To delete a lead
- In the Lead Information section, click the Edit icon located in the top right corner.
- Click Delete Lead at the bottom of the section.
- A confirmation message will appear. To confirm deletion of the lead, click Delete.