Update Lead Information

Here's how to update lead information:

• To update basic information, such as the primary contact, account, address, and so on, click Lead Details and Edit.

• Use the Ask Oracle bar to update individual fields:

  • Enter update and select the field you want to update, including account name, contact phone, description, and so on.

  • Enter add to add information such as contacts, team members, and attachments.

  • Enter create to add notes, tasks, and appointments.