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How can I edit contact information for my leads?

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How can I edit contact information for my leads?

There are two ways you can accomplish this: in the specific lead record or by importing new information.

Editing in the specific lead record 

  • Navigate to Leads > Manage Leads and open the lead in question.
  • At the top left next to 'View Lead,' you'll see a link to switch to edit mode. Click this link.
  • Edit contact information in default properties.
  • To add custom field groups to this lead, click to 'Add/Remove Custom Field Groups' and select a custom contact group.
  • Continue in edit mode editing these custom contact properties. You may need to click the 'open' carat to the right of the custom field group name to open the properties to edit them.
  • Once finished, click Save Lead.

Importing Leads to update contact information

  • Navigate to Leads > Add New Leads > Lead Import Wizard.
  • Make sure your .csv file contains an 'email' field with the correct email address for your leads you wish to update.
  • Step 3 in the Lead Import Wizard asks to Update Duplicate Leads or Create Duplicate Leads. You'll want to select Update Duplicat Leads.
  • Your leads will update based on the email address (which is why it is important to make sure the leads you are looking to update have the correct email address.)
For more detailed information on importing contacts using the Lead Import Wizard, check out this video or check out this article.
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