Where can I change the contact details of a Lead?

Where can I change the contact details of a Lead?

Where can I change the contact details of a Lead?

Updating Contact Details

Process:

  1. Go to Contacts:

    • Navigate to the contact screen.

  2. Edit Details:

    • Select and edit the contact details. Changes will reflect across linked records.

Why This Matters:

Maintaining up-to-date contact information ensures accurate communication and data integrity across the CRM.

Tags:

Lead Management, Contact Details, Update Information, CRM Processes, Data Integrity