Editing and Reassigning Leads in SharpSpring

Article Contents

• Editing Leads via Lead Profiles
• Editing Individual Leads
• Editing Multiple Leads
• Reassigning Leads via Lead Profiles
• Reassigning Individual Leads
• Reassigning Multiple Leads

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.

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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. Locate the desired lead.
3. Click the    checkbox to the left of that lead.
4. In the header row, click    Options.
5. Select the field to edit.
6. Enter the new value for the field. 
7. Click Save Changes.

Click to enlarge.

You can also edit many leads at once 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    Options in the header row.
4. Select the field to edit.
5. Enter the new value for the field. 
6. Depending on the edited field, click OK or 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. Hover over the desired lead.
3. Click Assign New Owner.
4. Select the desired lead owner from the Lead Owner drop-down menu. 
5. Click Save Changes.

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 desired leads.
3. Click    Options > Assign Lead Owner in the header row.
4. Select the desired lead owner from the Assign Lead Owner drop-down menu. 
5. Click Save Changes.

Click to enlarge.