How to Edit a Lead?

Make changes in your business Leads in TutterflyCRM easily by following these steps:

Step 1: Start by clicking on the link on the Last Name field on the ‘Leads’ section. This will display a new page with all the properties of a Lead.

Step 2: You can find the Edit button on the top-right corner. Click on it to proceed to the next step.

Step 3: Great! We are just one step away from finishing this off. Now, from the “Edit Account” window, change the field’s necessary and click on the ‘Add’ button.

Note: While filling in the address information, TutterflyCRM shows suggestions for city, country and ZIP Code. Make use of them!

Step 4: Hurray! We are in the last part. A message box will appear confirming that the edits have been made successfully to the Lead account.