Update a lead

task brazil Updated Sep 10, 2026 1 min read lead-management-edit-update.md
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Edit or update a lead in Lead Management.

Before you begin

Role required: sales_agent

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Leads > All and select an existing lead that is in New or Contacted or Nurturing stage.

    • On the Leads- All page, select Edit to make changes to lead information and select Update.
    • Open the lead record, make the changes and select Save.

What to do next

To learn more, see Using Lead Management.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

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