Articles on: Manage Leads, Trials and Forms

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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