Edit Lead

👋 Hey there, Sales Engagement Tool Users!

Master lead editing in the Sales Engagement Tool! This guide covers how to easily customize lead details within the Sales Engagement Tool. You’ll discover how to access your campaigns or Leads list and make quick edits to fields like name, company, and employment status. Streamline your lead management by keeping information current and tailored, enhancing the effectiveness of your outreach! 💼✨

1. Opening Your Campaign

• Start by clicking on your campaign’s name or go to the Lead list page and select the campaign you want to edit. It’s just a click away! 🖱️
  

2. Listing All Leads

• Want to see leads across all campaigns? Just click on the Leads button. This will give you a complete view of all your leads! 🌐
  
  
  
  

3. Editing Leads

• Once you're in, click on the three dots menu, and look for the ‘edit leads’. Clicking this will unlock the ability to modify your leads’ details. ✏️

4. Editing Leads Data

• Select ‘Edit Lead’ to begin making changes. You can update important information like their email, name, company, even their employment status (full-time or part-time), etc. 📝
  

5. Making Specific Changes

• To update details such as a lead’s name or current company, just add the new information you want.
  
  
  🚨 Pro Tip: This feature is particularly useful if you need to remove labels like 'Full time' from a lead’s current position at their company.

🙌 We hope this guide helps you master manual edits to your leads. Dive in and enjoy fine-tuning your Sales Engagement Tool experience to perfection! 🚀🌟