Edit a CRM lead

Goal

Update lead contact, qualification, source, status, and owner without leaving the record.

Who it is for

Clerk with crm.manage.

Preconditions

• Lead exists and is visible under your CRM access scope.
• Converted leads are historical — prefer party/opportunity follow-up after convert.

Steps

1. Open the lead from Leads list/kanban (peek or full page).
2. Click a field to edit it inline — Contact, Qualification, Source & status, Assignment, and Notes.
3. Leave the field (or press Enter) to save. Status, owner, convert, and merge stay on the record actions.

Result

Lead fields refresh; status changes update lifecycle timestamps.

Related

• Convert and merge
• Capture a lead