Edit or delete a lead
Updated
Fix a mistake on a lead, change several at once, or remove one.
1 minute · Owner
Edit a lead
1
Open Leads, choose Leads Log and find the lead.
2
In the Actions column, press the pencil. It reads Edit lead.
3
Change the name, product, cost, subsidy, net cost or zip.
4
Press the tick to save, or the cross to cancel.
Change several leads at once
1
Tick the leads.
2
In the bar above the table, open Choose field... and pick a field, such as Provider or Product.
3
Choose or type the new value.
4
Press Apply, then Confirm.
Delete a lead
1
Press the bin at the end of the lead's row. It reads Delete lead. To delete several, tick them and press Delete in the bar.
2
Press Delete in the window that asks.
The lead and its links to sales are gone for good. The sales stay in your sales log.
Tip. The note icon in the same column, Add note, keeps a note on the lead.
Frequently Asked Questions
Does a change made here survive the next upload?
Yes. A value you changed with Edit lead is kept when the vendor's file is uploaded again.