This article will guide you through the process of changing a prospect's Lead Type. You can manually edit the lead type from the prospect's profile or the Lead Management Dashboard.
Content:
Edit Lead Type in Prospect Profile
Edit Lead Type in Lead Management Dashboard
Edit Lead Type in Prospect Profile
1. Navigate to the Prospects tab to search and select your prospect.
2. From the prospect summary page, select the edit pencil next to the Lead Type field.
3. Select the desired lead type from the drop down menu. Click Update to save your changes.
Edit Lead Type in Lead Management Dashboard
1. Navigate to Main > Dashboard > Lead Management.
2. From the task page, select the edit pencil next to the Lead Type you want to adjust.
3. Select the desired lead type from the drop down menu. Click Update to save your changes.
Frequently Asked Questions
Q: What is a lead type?
A: A lead type is a way you can classify your leads so you can track and manage them more effectively.
Q: Are lead types preset or can I add a new lead type?
A: You can add a new lead type with the appropriate permissions. Navigate to Setup > Leads > Lead Types.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management: Can access prospect lookup