In LeadBooker you can update Leads.
For this, follow these steps:
1. Go to LeadBooker CRM Leads
2. Click on the lead name you want to update.
3. To update a Lead's basic information, see the article Lead Summary.
4. To update the detailed information about a Lead, Click Contact Details Tab.
Contact Detail Page contains the following sections
5. Main Lead - Update First Name, Last Name.
6. Phone/Fax/Email - Update Phone, Fax and Email information for the Lead.
7. AWS Information - Information about the assigned date, assigned to the site, assigned to the user.
8. Home Address - Update the Lead's home address.
9. Work Detail - Update the Lead's workplace.
10. Lead Groups - The Lead Group section includes the list of the Lead's groups/priority. Select a group/priority from the drop-down list.
11. Original Source - The location where the Lead registered.
12. Personal Details - Update Personal Details of the Lead.
13. Household Member Details - To add a Lead's Household Member, click on Add Household Member.
14. Click Update.
Note: By default, only three sections are opened. If you want to add/update more information, open the section. As shown below:
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