To edit an already captured lead or add missing information, simply follow these steps:

• click the user name to see details for all leads captured by that user (1)

• you can view all newly captured leads as well as leads that already existed in the system and were updated. To modify the lead, simply click on the corresponding card to access the editing options (2)

• to modify existing information or add new content, simply click on the Edit button (3)

• once you have edited or added your answer, click the Save button (4)

• you can see edited or added information (5)

You have the ability to modify all the information gathered from scanning lead details or answering followup questions for your own leads. However, you cannot modify leads that have been captured by your colleagues.

Did we miss something? Not to worry! Just email our support team at [email protected] ✌️