We are here to help


Sales > Lead

Edit a Lead – Inline Edits

Modified on: Thu, 04 May , 2023 | 01:13 PM

  1. When you have the lead list open you can edit most of the fields or columns that display using inline editing.
  2. Simply hover over any column accept email address and the edit icon will appear.

  3. Click on the icon and the field will become editable.

  4. Make the appropriate edits.
  5. Click off of that field and your edits will be saved.

If you have any questions on the contents of this article, please email helpdesk@franchisesoft.com for additional assistance. 


If you would like a DEMO of the software, kindly visit https://franchisesoft.com and request a Demo.