Edit prospect information

Edit/update prospect information at any given point of time
Written by Upscale Team
Updated 2 years ago

All basic and custom fields of the prospect can be edited or updated from the Prospect section. 

  • Go to the Prospects section
  • Click on the name of the prospect whose information you want to edit 

  • Update all the fields you want to 
  • Click on Save to confirm your action

Alternatively, you can select prospects from the list of prospects and click on Update to update prospect information.

Related Articles

  1. av
Did this answer your question?