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Work with leads

Use the Edit Lead window to change information about prospects that you already entered. You can change:

  • Lead name

  • Lead status

  • Company name and contact information

To do this task:

  1. In the Leads pane, select the lead you want to edit.

  2. In the Lead Information pane, click the Edit Lead button.

  3. In the Edit Lead window, change your lead as needed.

  4. Click OK.

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