Edit Lead Information
If you’ve gathered additional contact information about a lead and you want to add it to their profile
You can update
- the leads name
- their email address,
- their home address
- and the leads telephone number.
Step 1: - Open the Profile
- Locate leads in which you wish to communicate with
- Click on a Lead's Name in Vision
- Search for a Lead
- Click on the Lead Name to Open the Profile
Step 2: Edit the Lead Contact info
- Click edit lead
Step 3: - Save
- Once you’ve added the information that you have, just click this button to save the information to their profile.