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How to Edit a Lead
How to Edit a Lead

See how to edit or delete a lead (person who doesn't complete enrollment)

Serena Edwards avatar
Written by Serena Edwards
Updated over 9 months ago

Enrollsy captures "Leads" from anyone who enters at least one piece of contact information on your Enroll Form but does not complete the enrollment process. New Leads are displayed on the Submissions page under "Leads Summary."

You can edit the information obtained for each Lead. To do this, click on the pencil icon beside the lead's name. Here you can edit the following information:

  • First or Last Name

  • Email Address

  • Cell Phone

  • Home Phone

  • Location

You can also add any internal notes (to be seen only by Admin Users) in the "Internal Notes" section.

To delete a Lead, simply click the trashcan icon beside their name.

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