✏️ How to Edit a Lead
To make changes to an existing lead:
- Go to the Leads list.
- Find the lead you want to update.
- Click on that lead record which opens the details view.
- On top right corner you will see Edit Button Click on it.
- Update any required details.
- Click Save to store the updated information.
The changes will reflect immediately.
🗑️ How to Delete a Lead
To permanently remove a lead:
Open the Leads list.
Find the lead you want to delete. Click on it.
- Once lead detailed view is opened click EDIT
Click the Delete (🗑️) icon given at the bottom.
A confirmation message will appear: “Are you sure you want to delete this lead?”
Click Yes/Confirm to delete.
⚠️ Note: Deleted leads cannot be recovered. Be sure before deleting.
🎯 Lead Source Dropdown
- The Lead Source dropdown lets you track how a lead was acquired (e.g., Website, Referral, LinkedIn, etc.).
- You can add, edit, or delete Lead Source values from: Settings → Dropdown Options → Lead → Lead Source
- For detailed steps, refer to the article: 🔗 How to add/edit/delete dropdown values?
ℹ️ Note: You cannot delete a value if it’s already linked to existing Leads. However, editing it will update the name system-wide, including in past records.