Skip to content

Edit lead details in the list

Reassign leads, fix a typo or change a stage straight from the table, without opening cards.

Table of Contents
  • Switch to List, and use Edit Columns to show what you want to edit.

  • Hover over a cell and click the pencil.

  • Change the value and save it.

You can edit the first and last name, email, phone, owner, source, stage, location, date of birth and lead custom fields. Won details and other calculated columns are read-only.

Up next

Next, read Manage lead lost reasons.