Edit leads on the app
Update a lead’s details, owner or stage while you are out.
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Keep lead records accurate right after a conversation, while it is fresh.
Edit a lead
Open the menu, choose Leads and tap the lead.
Tap edit.
Change the name, contact details, owner or pipeline stage.
Save your changes.
Your changes appear on the web straight away. You can also mark a lead as lost, with a reason.
Up next
Next, read Manage quotes on the app.