Edit the Customer Lead

Interactive Tour: 

Edit the Customer Lead

Guide: Edit the Customer Lead (10 Steps)

Step 1: Click 'Customer Management'

Click 'Customer Management'

Step 2: Click 'Sales'

Click 'Sales'

Step 3: Click 'Leads'

Click 'Leads'

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

Navigate to and click the 'My Draft' Listing

Step 5: Navigate to the Entry you want to view

Navigate to the Entry you want to view

Step 6: Click the 'View' button to view the Entry

Click the 'View' button to view the Entry

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

Navigate to and click the '3 dots'

Step 8: Click the 'Edit' button

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.

Navigate to the section that needs to be edited to edit the details

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

Click the 'OK' button to confirm the editing and submit


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