How to Manage Lead Information

To view the lead information

1. Navigate to a lead's record.
2. 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

1. While on a lead record on the Lead tab.
2. Click the Edit icon  on the upper right corner of the Lead Information section.
3. Make all desired changes.
4. Click Save.

To delete a lead

1. In the Lead Information section, click the Edit icon  located in the top right corner.
2. Click Delete Lead at the bottom of the section.
3. A confirmation message will appear. To confirm deletion of the lead, click Delete.