Edit Lead Information
Edit Lead Information
Update a lead’s contact details and other writable fields from the lead details screen.
Open edit mode #
- Open the lead’s Lead Details screen.
- Tap Options.
- Tap Edit Lead.
- Review the fields that become editable.
Image placeholder: Replace this image path with the final Edit Lead screenshot when it is available.
Update the lead #
- Tap a writable field and enter the new value.
- Open Additional Fields, Core Fields, or Custom Fields when the field is grouped in one of those sections.
- Review the changed values.
- Use the save control shown for the field or section.
- Wait for the update confirmation.
Fields can be read-only, hidden, or unavailable depending on workspace configuration and your permissions. Some deal fields, such as stage or value, have their own editing controls.
Cancel without saving #
- Tap Options while edit mode is active.
- Tap Cancel Edit.
- Confirm that the changes you did not save are no longer shown.
What happens next #
PloverCRM refreshes the lead details after a successful update. The updated information is also used in the lead list and in any other view where that field is displayed.
Troubleshooting #
A field cannot be edited
The field may be read-only, excluded from mobile editing, or unavailable to your role. Ask a workspace administrator to review the field permissions.
The update fails
Read the error message, correct any invalid value, and try again. If the problem continues, confirm that the workspace is still active and that you have update access.
