Editing Leads in Maximizer is easy and straight forward. This article will cover how to edit a single and multiple Lead records.
Editing a single Lead record
In the Leads module you can edit a Lead record by selecting the Lead record you wish to edit, then click the Edit button on the top right:
Enter any new or missed information and click Save to finish.
Editing Multiple Leads records
You can modify multiple Lead records by selecting the records to be edited, then select Edit:
From the Global Edit - Leads pop up, select the fields you wish to modify:
You can select from the Basic Fields:
Scroll down to select User Defined Fields for Leads or use the Search box to search for the field you want to select:
Editing Multiple fields for multiple Lead records
You can edit more than one field at a time for the selected entries. Click the 'Add Another' button to select the field you want to include.
Note: If you chose to edit the Process field, the Stage field will automatically be included for you to edit.
When choosing some fields, the Rule for the field may include Replace, Add when empty and Clear:
When finished selecting the fields and values you want to edit, click OK.
The warning message will display informing you of how many records you are about to edit. Click OK if you wish to continue or Cancel.
You can click the "View Global Edit Results" button on the top left to see the changes to the records you selected for editing.