As a salesperson, it's crucial to have the ability to update and manage your leads as they progress towards potential projects or opportunities. The Lead window provides a user-friendly way to make changes to lead information, schedule appointments, email contacts, and add follow-ups to stay on top of your sales game. In this article, we'll walk you through the step-by-step process of editing a sales lead, so you can efficiently manage your leads and keep them moving forward. Let's get started!
Start by accessing the “Leads” pop-out panel located on the left side of the main e-manage|ONE window or if you help manage Leads → you can access the Leads window from the “Today” panel.
Locate the lead you wish to edit and double-click on it.
This will open up the lead's details, allowing you to make changes to any necessary information. Once you have made all the updates you want to make, click on the Save button.
Alternatively, you can click on the "Save and Start a Project" button if you want to save your changes and start a project attaching the lead to the newly created project.
After saving the record, your last activity date will be updated, and any fire icon (if one is showing next to the lead) will be removed. Note that this may require a grid reload before the fire icon disappears.
