Edit a lead
Fix or change a lead's name, phone or email.
If you typed a name wrong, or a customer gives you a new phone or email, you can change it on the lead's card.
- Open Leads in the menu on the left.
- Tap the person's name to open their card.
- Press Edit name, phone or email.
- Change what you need.
- Press Save.
What you need
A lead must have a name, and a phone or an email. You can leave one of the two empty, but not both. If something is missing or does not look right, the app tells you which box to fix, for example "Please add a name." or "That email does not look right."
If you change the email
Some people say yes to getting your news and offers by email. That yes was given for their old email. When you change the email, that yes is turned off, because the person never said yes for the new one.
Your changes are saved in the history
Every change shows in the lead's history, so you can always see what was changed.
Good to know:
- To change the lead's status, follow up date or notes, you do not need this button. See Your leads.
- To call, text or email the person, use Call, Text or Email on the same card.