Edit a lead

To change a lead's details:

1. 1Open Leads from the sidebar.
2. 2Find the lead in the list — type in the search box to narrow it down.
3. 3Open the menu at the end of the row and choose Edit, or View Details to open the full record first.
4. 4Update whatever you need — company, contact details, status, owner, source, and any custom fields your company has added.
5. 5Press Save.

Most fields can also be changed straight from the list: click the cell for the status, owner, or email and edit it in place. This is much faster than opening each record when you are updating a batch after a calling session.

To change the same field across many leads at once, select them with the checkboxes and use Mass Update Data. Check what is selected before confirming — a mass update applies to every ticked row, including any you scrolled past.