Editing and Reassigning Leads in Lead Gen & CRM

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 Lead Gen & CRM.

---

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

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Users:

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

Editing Leads via Lead Profiles

You can edit leads in Lead Gen & CRM by editing a lead's profile.

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

1. Click Contacts in the left toolbar.
2. Click the name of the desired lead.
   
   

   Click to enlarge.

3. Click   Edit in the desired information field.
   
   

   Click to enlarge.

4. Edit information in the lead's profile.
5. Click Save.
   
   

   Click to enlarge.

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

Editing Individual Leads via the Contact Manager

You can also edit leads through the Contact Manager.

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

1. Click Contacts in the left toolbar.
2. Click the    checkbox to the left of the desired lead.
3. Click    Edit Contacts.
   
   

   Click to enlarge.

4. Click the    checkbox to the left of the desired contact field.
5. Enter the new value for the field.  Repeat as necessary for other contact fields.
6. Click Save Changes.
   
   

   Click to enlarge.

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

Editing Data For Multiple Leads via Bulk Editing

Edit information for multiple leads at one time from the Contact Manager. For example, if you'd like to change the company name, phone number, website, or other information for multiple leads, without going into each lead record, you can do so with bulk editing.

Filter out the leads you want to edit in bulk by using an Advanced Search. For example, if you'd like to edit the assigned salesperson for all of the leads that are in a specific list, create a new search using Advanced Search. Then, you can click the checkbox in the header row and choose Select All to edit each of the leads displayed at once. 

Using Advanced Search to create a new view

You can create a new search to filter leads for bulk editing. To create a new search in the Contact Manager, click the Advanced button.

1. Click Advanced. 
   
   

   Click to enlarge.

2. In the menu that appears, select your filters. 
3. Click Search to get your filtered list. From here, you can bulk edit your leads.
   
   

   Click to enlarge.

4. Optionally, click Save to create a search that can be accessed in the future in the Contact Manager. 
   
   

   Click to enlarge.

5. Enter a name for the search. 
6. Click Save.
   
   

   Click to enlarge.

To access the view in the future you can click the dropdown menu and select your saved search. 

Click to enlarge.

Bulk edit the displayed contacts

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

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

1. Click Contacts in the left toolbar.
2. Click the    checkbox to the left of desired leads.
   
   Note: To select all leads, click the checkbox in the header row. 
3. Click    Edit Contacts.
4. Click the    checkbox to the left of the desired contact field.
5. Enter the new value for the field. Repeat as necessary for other contact fields.
6. Click Save Changes.

Note: 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. Please note that changes made via bulk edit will not trigger automations.

Reassigning Leads via Lead Profiles

You can reassign lead ownership in Lead Gen & CRM by editing a lead's profile.

To reassign lead ownership through a lead's profile, click Contacts in the left toolbar and do the following:

1. Click the name of the desired lead.
2. Click the Lead Owner drop-down menu.
3. Select the desired lead owner.
4. Click Save.
   
   

   Click to enlarge.

Important: Action groups will fire based off of saved or edited lead fields. Please note that changes made via bulk edit will not trigger automations.

Reassigning Individual Leads via the Contact Manager

You can also reassign lead ownership through the Contact Manager.

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

1. Click Contacts in the left toolbar.
2. Click the    checkbox to the left of the desired lead.
3. Click   Assign to.
   
   

   Click to enlarge.

4. Select the desired lead owner from the Select a Lead Owner drop-down menu. 
5. Click Save.
   
   

   Click to enlarge.

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

Reassigning Multiple Leads via Bulk Editing

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 in the left toolbar.
2. Click the    checkbox to the left of desired leads.
3. Click   Assign to.
   
   

   Click to enlarge.

4. Select the desired lead owner from the Select a Lead Owner drop-down menu. 
5. Click Save.
   
   

   Click to enlarge.

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