This FAQ will guide you on How to update the lead information but first we need to search for the lead you need to update.
- Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM.
- To search for a lead using its phone number, type the lead’s phone number in the Search field and press enter, the Search results will show below the search field.
- Click on the Lead that you would like to modify or update, this will open the Lead info sheet. You may now update the lead information.
- Once done updating the lead info, please click the Apply Changes in the bottom right of the lead info sheet to save the changes you made.