If you would like to make a change to a lead record in Dronedesk, select leads from the menu on the left hand side of the dashboard to open up the leads page. From here, you can search or scroll down to the record that you would like to change. Choose edit from the drop down menu on the right hand side. Make the change that you would like to make, and click save changes before closing the record.
How do I edit a lead?
Editing a lead in Dronedesk lets you keep an enquiry up to date as the conversation develops. This short guide shows how to open an existing lead, change its details, and save your changes. Useful whenever a prospect updates their requirements or you learn more about the work.
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