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Lead Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update a lead

Edit or update a lead in Lead Management.

Before you begin

Role required: sales_agent

Procedure

  1. In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Leads > All and select an existing lead that is in New or Contacted or Nurturing stage.

    • On the Leads- All page, select Edit to make changes to lead information and select Update.
    • Open the lead record, make the changes and select Save.

What to do next

To learn more, see Using Lead Management.

Parent Topic:Using Lead Management

Related topics

Install and configure Lead Management

Lead Management