Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Editing a Lead

    Use the Lead Detail view to edit lead information.

    To edit a lead:

    1. On the Navigation Bar, click Leads.
    2. Use Lookup to find the lead.
    3. Edit the lead information.
    4. Click (Save).
    Related topics
    Leads
    Adding a Lead
    Deleting Leads
    • Contents
    • Search
    • Contacting Infor
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