Editing and Reassigning Leads in SharpSpring

Article Contents

• Editing Leads via Lead Profiles
• Editing Individual Leads via the Contact Manager
• Editing Multiple Leads via Bulk Editing
• Reassigning Leads via Lead Profiles
• Reassigning Individual Leads via the Contact Manager
• Reassigning Multiple Leads via Bulk Editing

You can edit leads in SharpSpring by editing a lead's profile.

To edit lead fields through a lead's profile, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the name of the desired lead.
3. Click   Edit in the desired information field.
4. Edit information in the lead's profile.
5. Click Save.

Click to enlarge.

You can also edit leads through the Contact Manager.

To edit contacts through the Contact Manager, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the    checkbox to the left of the desired lead.
3. Click    Edit Contacts.
4. Click the    checkbox to the left of the desired contact field.
5. Enter the new value for the field. 
6. Repeat as necessary for other contact fields.
7. Click Save Changes.

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You can edit many leads at the same time through the Contact Manager.

To edit multiple leads through the Contact Manager, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the    checkbox to the left of desired leads.
3. Click    Edit Contacts.
4. Click the    checkbox to the left of the desired contact field.
5. Enter the new value for the field. 
6. Repeat as necessary for other contact fields.
7. Click Save Changes.

Click to enlarge.

You can reassign lead ownership in SharpSpring by editing a lead's profile.

To reassign lead ownership through a lead's profile, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the name of the desired lead.
3. Click the Lead Owner drop-down menu.
4. Select the desired lead owner.
5. Click Save.

Click to enlarge.

You can also reassign lead ownership through the Contact Manager.

To reassign lead ownership through the Contact Manager, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the    checkbox to the left of the desired lead.
3. Click   Assign to.
4. Select the desired lead owner from the Select a Lead Owner drop-down menu. 
5. Click Save.

Click to enlarge.

You can reassign ownership for many leads at the same time through the Contact Manager.

To reassign lead ownership through the Contact Manager, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click the    checkbox to the left of desired leads.
3. Click   Assign to.
4. Select the desired lead owner from the Select a Lead Owner drop-down menu. 
5. Click Save.

Click to enlarge.