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Edit or delete a lead

Open a lead to update its details, or delete it if it was added by mistake.

Who can do this: admins and managersUpdated

Before you start

  • To edit, you need permission to edit clients. To delete, you need permission to delete clients (admins only by default).

Edit a lead

  1. Go to CRM > Pipeline and click the lead's card.
  2. Click Edit.
  3. Change the Title, Full Name, Email, Estimated Value, Source, Priority, Project Type or Notes.
  4. Click Save.

Delete a lead

A deleted lead can't be restored.

  1. Click the lead's card.
  2. Click Delete, then confirm in Delete Lead.

Good to know

  • Phone, owner and the details asked for at each stage can't be edited here. To correct a stage detail, such as a Won lead's final value, drag the lead to another stage and back, and enter it again.
  • Editing a lead restarts its days-in-stage count.