Edit the Customer Lead

Interactive Tour: 

Edit the Customer Lead

Guide: Edit the Customer Lead (10 Steps)

Step 1: Click 'Customer Management'

Step 2: Click 'Sales'

Step 3: Click 'Leads'

Step 4: Navigate to and click the 'My Draft' Listing

Step 5: Navigate and click the Entry to edit

Step 6: Navigate to and click the 'View' button to view the Entry

Click 'View' to confirm that the selected data is correct for editing.

Step 7: Navigate to and click the '3 dots'

Step 8: Click the 'Edit' button

Step 9: Navigate to the section that needs to be edited to edit the details

In this tutorial, we will edit the phone number.

Step 10: Click the 'OK' button to confirm the editing and submit