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 Ready to Learn More?	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. Edit information in the lead's profile. Depending on the field, click one of the following to finish editing a field: • The green checkmark • The Save button		Click to enlarge.
		Note: Some information fields require that you first click Edit before editing information.

		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. Click Name/Company/Email Options > Edit Contact(s). Type the field to edit. Enter the new value. Click Save Changes. Repeat as necessary.		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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