5.2 EN

Detail Lead

In the left corner of the lead detail page, you can see lead info such as lead name, created on, label, owner, and source. In this section you can edit lead info, maybe it’s because the lead will convert into deal or archive the lead. This privilege only belongs to the sales manager, owner, and admin.
You can edit the lead info by clicking 'Lead' to navigate to the Lead page. Select the lead by clicking the title on the lead tab then, click the 'Edit' button (
) and change the lead info as needed. Click 'Edit Lead' when finished and you can see the lead info change log in the changelog tab.
Lead Info