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Edit a lead

1 min read Updated 6 June 2026

Keep a lead’s information current as you learn more, change its status, or reassign its owner.

Steps

  1. Open Leads and select the lead you want to change to open its detail page.
  2. Select Edit.
  3. Update any of the lead’s details, such as name, company, email, phone, title, source, status, rating, estimated value, owner, or description.
  4. Select Save to apply your changes.

You return to the lead’s detail page with your updates in place.

Tip: Update the Status as the lead moves through your process — for example from New to Working to Qualified — so your team always sees an accurate picture.

See also: Leads overview and Delete a lead.

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