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.
1 - Click on the [A] Folder Icon found in the upper left side of the agent interface, this will open the [B] CRM window.
2 - To search for a lead using its phone number, type the lead’s phone number in the [A] Search field and press enter, the [B] Search result will show below the search field.
NOTE: You can use first name, last name, lead id and phone number when searching for leads.
2.1 - You may also use filters to narrow down your search. To do this, click on [A] Filters to open the Add Filters window.
2.2 - In the Add Filters window, fill in the appropriate [A] Filter box using the lead information you want to search. Note: It is not required to fill in all the boxes. In this example, only the First Name box is used. This will search for leads with the name “Aveline” as its first name.
NOTE: Filter may vary depending on what fields your admin created in the system.
2.3 - Once you successfully filled in your desired filter, scroll down to the bottom part of the window and press the [A] Apply button.
2.4 - The [A] result will show below the [B] Search box.
3 - Click on the [A] Lead that you would like to modify or update, this will open the [B] Lead info sheet. You may now update the lead information.
4 - Once done updating the lead info, please click the [A] Apply Changes in the bottom right of the lead info sheet to save the changes you made.