Edit a Lead

Owned by Daryl Saunders (Unlicensed)
Last updated: Jan 21, 2019 by Allison Derome (Unlicensed)
1 min read

To edit a Lead first you need to find the Lead there are several ways to do this.

  1. From the Leads Dashboard
  2. From the Calendar
  3. From the List of Leads.
  4. Search by Lead number.

To edit a Lead from the list; you click the line (lead) which takes you to the summary for that Lead

You can click Back (bottom left) to go back though each of the steps in adding the Lead.



From the calendar hold the cursor over the appointment, you get a > click on it and you get 2 options "Open" (Edit) or "Start New Quote"

Open takes you to the calendar edit for that appointment, start new quote takes you to quoting.