Change existing lead data in Funnel

How to update, add or edit information for existing leads in Funnel

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

If you've made an error, or just generally need to update or add information to an existing Lead, simply search for the Lead's name and click on it to access the Lead detail page.

Once you're on the Lead detail page, click the edit button on the top right of the Lead 'Personal Details' section.

Once completed, click 'Save' and the information will be immediately updated on the Lead detail page.

If the field you need to update is not part of the Personal Details snapshot, select the See full details button. Search for the field here and select edit to update

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