Editing Leads in SharpSpring

You can edit a lead's record both directly through that contact's profile and through the Contact Manager. These edits, or lead field changes, can also be used to kickstart your action groups through automation. This article will detail how to edit a lead in SharpSpring. Article Contents Editing via Lead Profiles Editing via the Contact Manager	Available with:
	Marketing Automation	✓
	CRM Ultimate	✓
	CRM PRO	✓
	CRM Free	✓

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers	✓
	Salespersons	✓
	Jr. Salespersons	✓

You can edit leads in SharpSpring by editing a lead's profile. To edit lead fields through a lead's profile, do the following: In SharpSpring's top toolbar, click Contacts > Contact Manager. Click the name of the desired lead. In the desired information field, click Edit. Edit information in the lead's profile. Click Save.		Click to enlarge.

		Important: Action groups will fire based off of saved or edited lead fields.

You can also edit leads through the Contact Manager. To edit contacts through the Contact Manager, do the following: In SharpSpring's top toolbar, click Contacts > Contact Manager. Locate the desired lead. Click the checkbox to the left of that lead. In the header row, click Options. Select the field to edit. Enter the new value for the field. Click Save Changes.		Click to enlarge.
		Note: Multiple contacts can be edited at once. For more information on editing multiple contacts, refer to Using Bulk Edit.

		Important: Action groups will fire based off of saved or edited lead fields.

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