WebPlatform Documentation

Lead Details

Editing leads in the lead details page

In the action table click Edit
The “Lead Details” page will appear, with these sections:
- Company/Contact Details
- Lead Status Details
- Lead Value (Values in $,€,£)
  - Based on each campaign set up
- Allocation
  - Field Names (based on each campaign set up)
  - Selections (based on each campaign set up)
Actions: Close, Save Changes & Cancel Changes

Editing the Comments Section:

Click Comments page to access:
- General Comments (non-editable)
  - This is from the calling system
- Field Comments (editable)
  - Where updates, lead follow up actions can be documented
  - Spell check available
Actions: Close, Save Changes & Cancel Changes