Edit Lead Profile

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< 1 min read

How can I edit the information about my leads?


1. To edit your Lead profile, go to the Leads section.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

saphyte filter option

3. Click on ‘Edit’ and start modifying the details of your lead.

saphyte edit lead
saphyte edit lead

4. Click the ‘Save Lead’ button to save your data.