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Knowledge Base/Lead Generation/Lead Inbox/How can I update my L...

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Updating Leads individually
Updating Leads in bulk

How can I update my Leads?

JT
Jenny Takahara, May 16, 2022

When using the leads inbox, you can easily update your lead information individually or in bulk.


Updating Leads individually

To update lead information individually, click on the lead to bring up the lead panel. You can update lead details, contact details, add notes, and create and update activities directly from the panel.

Update Lead

Within the leads panel, you also have the possibility to add, edit, or delete the information in the lead custom fields.


Updating Leads in bulk

To bulk update your leads, click on the checkbox next to one or more lead. You will see a panel appear on the right-hand side where you can update the lead title, labels, value, and owner.

You will also see the options to archive or delete the selected leads in bulk in the upper left corner. For more information about bulk editing, you can read this article.

Screen_Shot_2020-07-31_at_5.52.37_PM.png
Note: Only default lead fields can be edited in bulk.
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