Editing Existing Leads

Editing Existing Leads

Edit Lead from Leads Page

After logging into the WorkCeo web application, look for the “Clients” tab on the left-hand column of the webpage. Hover over the “Clients” tab to reveal further links for “All Clients”, “Contacts” and  “Leads” as shown below.


Click on the “Leads” to open the leads module as shown below.


In order to edit an existing lead, hover over the “Action” down arrow of the required client, under the “Action” column as shown below, and click on “Edit” option.


This will open “Update Lead Info” page to edit the existing details of the lead as shown below. Click “Save” to further save the information. 



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