How to EDIT individual lead's details
Log in to your CRM system and navigate to the Leads section.
Search the name of the customer you want to edit and click on the customer's name.
Make the desired changes to the customer's information, such as contact information, lead source, or lead status.
Once you have made the changes, click the "Update" button to save your changes.
At the bottom, you'll find the Remarks option, as well as the Followup date and time
Even the "Best time to call the customer" option is there to make a good connection with the customer
Note- New feature of Delayed call, counts of attempt done by telecaller.
PreviousHow to EXPORT BULK LEADS in All LeadsNextHow to share details on customer whatsapp no from crm
Last updated