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To edit an existing value, click the ‘pen’ icon on the input in the ‘value’ column, then enter the new value.
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Field Name | Required | Notes |
New Fieldname | The fieldname that should be added as part of the lead capture information. | |
New Value | The value of the field to be added. | |
‘Add’ button | Once ‘New Fieldname’ and ‘New Value’ have been completed, the ‘Add’ button adds the value to the lead. |
‘Notes’ Tab
This tab provides a breakdown of any lead status, delivery or contract changes.
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