Modifying Lead Information

Complete the following procedure to modify lead information.

To modify lead information

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Update an existing lead as follows:

   1. Tap a lead in the Leads list.

      All details for the selected lead appear after the list in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

3. Create a new lead as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new lead in the fields that appear, and then save the record.