Edit prospect information

Edit/update prospect information at any given point of time
Written by Upscale
Updated 1 year ago

You can edit the prospect information by following these simple steps:

From prospect section

  • Go to the Prospects section
  • Click on the name of the prospect whose information you want to edit

  • Make the changes  you want to 
  • Confirm your action by clicking on the Save button

Alternatively, you can select prospects from the list of prospects and click on Update to update prospect information.

Related Articles

  1. Add a tag to the prospect
  2. Change prospect stage
  3. Delete a prospect

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