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Update or delete a Lead

  • To update or delete an existing Lead, click on the Leads & Visitors tab on the left and then on the Leads link. All of your Leads are displayed in the Leads table. Note that you can sort the Leads table by clicking on the column names. . You can also search for a Lead by entering the name into the Filter text field and hitting “return” on your keyboard.

  • Once you have found the right Lead, click on the “Edit” link in the Actions column. You will see an overview of your Lead’s actions.

  • Next, click “Edit Lead”. The Edit section will appear.

  • Update the Leads information as needed and click “Save Changes”.

  • To delete a Lead, click on the “Delete” link in the Actions column. A prompt will ask you to confirm that you want to delete the Lead. Click “Yes” to proceed with the deletion.