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.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | ✓ | ||||
Jr. Salespersons | ✓ | ||||
Editing Leads via Lead Profiles
You can edit leads in SharpSpring by editing a lead's profile.
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Important: Action groups will fire based off of saved or edited lead fields.
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Editing Individual Leads
You can also edit leads through the Contact Manager.
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Important: Action groups will fire based off of saved or edited lead fields.
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Editing Multiple Leads
You can also edit many leads at once through the Contact Manager.
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Note: For more information on editing multiple contacts, refer to Using Bulk Edit.
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Important: Action groups will fire based off of saved or edited lead fields.
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Reassigning Leads via Lead Profiles
You can reassign lead ownership in SharpSpring by editing a lead's profile.
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Important: Action groups will fire based off of saved or edited lead fields.
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Reassigning Individual Leads
You can also reassign lead ownership through the Contact Manager.
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Important: Action groups will fire based off of saved or edited lead fields.
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Reassigning Multiple Leads
You can also reassign lead ownership through the Contact Manager.
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Important: Action groups will fire based off of saved or edited lead fields.
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