✏️ How to Edit a Lead
To make changes to an existing lead:
- Go to the Leads list (CRM > Leads).
- Find the lead you want to update — use the search box or filters to narrow the list.
- Click on that lead row to open the detail aside.
- In the top-right corner of the aside header, click the Edit button.
- Update any required details.
- Click Update to save (or Close to discard your changes).
The changes will reflect immediately. Every edit is captured in the Change Log tab (Old Value → New Value, who, when), so you always have an audit trail.
🗑️ How to Delete a Lead
To permanently remove a lead:
- Open the Leads list.
- Find the lead you want to delete and click on it to open the detail aside.
- In the aside header (top-right), click the red Delete button. Edit and Delete are two separate buttons — you do not need to enter Edit mode first.
- 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 — there is no recycle bin. Delete is also blocked if the lead has dependent records (for example, if it has already been converted to a prospect with follow-up history). In that case, work with the dependent record instead.
🎯 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 Settings (pick the Lead category and edit its Lead Source options).
- For detailed steps, refer to the article: 🔗 How to add/edit/delete dropdown values?
ℹ️ Note: You cannot delete a Lead Source value if it’s already linked to existing leads. However, editing it will update the name system-wide, including on past records.