How to Edit Leads
- From the Dashboard, click on Call Center and select Leads from the drop down.
- In Manage Leads Section, search for the lead, then click on Gear Icon, then select Edit from the drop down.
- Under Layout Field, select the form that will have the leads information
- Edit the lead information that needs to be updated. Click Apply Change when done.
- Timeline information shows the Leads History
- Call Logs will show the call history for the specific lead.