Update a lead

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Edit or update a lead in Lead Management.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All and select an existing lead that is in New or Contacted or Nurturing stage.
      • On the Leads- All page, select Edit to make changes to lead information and select Update.
      • Open the lead record, make the changes and select Save.

    Nächste Maßnahme

    To learn more, see Using Lead Management.