Customizing Lead Profile
To access a lead profile, follow these simple steps:
- Navigate to the People menu on the left side of the screen and click on Leads.
- On the All Leads page, click on any of the lead's name to access their profile information.
- On the lead’s profile page, click on the Edit button next to the Details section. Modify or add personal details and then click Save to update the information.
- Similarly, you can click on the remaining sections such as Address, Academic information, Family, and Miscellaneous sections and modify/edit the same.
- You can even add custom fields for additional information.
Updated on: 30/01/2024
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