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  1. Start by accessing the Open Leads pop-out panel.

  2. Locate the lead you wish to edit and double-click on it.

  3. This will open up the lead's details, allowing you to make changes to any necessary information.

  4. Once you have made all the updates you want to make, click on the Save button.

  5. 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.

  6. 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.

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