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Edit lead information

During your sales process management, you might have to change the information of leads.

To edit the description of your leads, you can either use the "actions" button that appears when you go over a lead with your mouse, by clicking on the "edit" button that appears on the top right side of the lead once you've opened it, or by simply double-clicking on the body of the lead

Editing the creation date and the won date

It's possible to change your leads' creation and won dates if the Admin of the account allows you to do so.

For the creation date, you can do it lead by lead, or by using the "bulk actions" system.

Here´s a quick video showing you how to proceed:

As per the WON date, it has to be lead by lead.

Here a quick video showing you how to proceed for you WON leads:

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