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Edit Leads

Edit the description, title and other information on your leads

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

Edit the lead description

To edit the description of your leads, you can either open a lead and use the Actions menu and click on Edit, or simply double-click on the description of the lead.

Edit 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.

Creation date

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

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

▶ https://www.loom.com/share/b6a9e09284394af89eb3d272aca196e4

Closing date

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:

▶ https://www.loom.com/share/76f1da01f2534b2492f27c7adfd35d04

When editing the lead's closing date, make sure to edit the creation date before, if the closing date happens to be before the current creation date set in the lead.

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