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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

(tick)

The fieldname that should be added as part of the lead capture information.

New Value

(tick)

The value of the field to be added.

‘Add’ button

(tick)

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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