Lead project

Created by Emily A, Modified on Thu, 17 Apr at 9:22 PM by Emily A


Guide to Editing Lead Project Information

Efficiently manage and update your lead project details with the following steps:

  1. Access Lead Overview
    Navigate to the Lead Overview page where you can view the details of the lead project.  

  2. Edit Lead Information
    To modify any lead information, simply click on the "Edit" button. This allows you to make necessary changes to the project and lead details. 

  3. Update Project Details
    Update the lead information and project details as needed to ensure accuracy and relevance. 

  4. Save Changes
    Once all modifications are made, click "Save" to apply the updates and maintain the integrity of your lead project record. 

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