How to Modify a Lead in the Admin Portal

A lead search will need to be performed in order to modify a lead.

 

Step 1. Login to your manager portal using your Admin credentials.

 

Step 2. Click on Lists and then Search for a Lead in the left menu.

 

Step 3. Enter exact search criteria in only one of the search options. Wild cards are not allowed and some fields override others, therefore, only one search option at a time is recommended. Phone, status, first name, and last name are the most common ways to search for a lead. Note: When entering the status, enter the status abbreviation.

 

Step 4. Click Submit.

 

 

Step 5. A list of records will appear. Click on the lead id of the lead you want to edit.

 

Step 6. Edit the lead information by clicking in the fields or on a drop down menu.

Step 7. Click Submit. A confirmation message will appear that the lead was modified.