Updating a lead quickly is very important when contacting leads, this provides efficiency and helps work leads in a rapid manner.
Go to My Leads screen
Update a Lead – Quickly update a lead by highlighting the lead, either by marking the check mark box or clicking in the lead line.
Update button is available when a lead is selected.
Select the Update icon located on the column header above the leads, or by clicking the small pencil icon located to far the left of the lead information.
Quick update a lead from main table
Quick Edit modal
Once a lead is opened and being viewed you can also edit fields in the lead detail information, some may not be editable, and this will be customer specific.
Lead Details screen
Update Options
There are several functions to Update. The purpose of these Updates are to quickly update a lead without opening the lead.
Quick Edit – if a field is enabled to ‘Quick Edit’ you can edit a lead, this is managed in Setup – Create Lead Fields
Call – click to dial for calling a lead
Add Notes – add new notes to lead
View Notes – view all notes associated with the lead
Add Appointment – add an appointment for the lead to your calendar
Return – removes the lead from ClickPoint, only use if instructed to do so
Edit Pipeline – update pipeline information for a lead
Close – manually closes a lead