Update a lead

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Edit or update a lead in Lead Management.

    Before you begin

    Role required: sales_agent

    Procedure

    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.

    What to do next

    To learn more, see Using Lead Management.