Edit Lead Details Efficiently Using Hyegro Platform

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This demo showcases how to edit lead details within the Hyegro platform

Go to your-company-instance.hyegro.com

1. Introduction

You will see how to update contact information and categorize leads to streamline your business processes.

2. Select Lead Entry

Click the lead entry to open its details for editing.

3. Open Lead Details

Click to access the detailed view of the selected lead.

4. Access Email Field

Click the Email field to update the contact information.

5. Enter Email Address

Enter your email address to ensure accurate communication details.

6. Open Category Options

Click to open the category selection menu for the lead.

7. Select Industry Category

Select the industry category to classify the lead appropriately.

8. Save Lead Changes

Click the Save button to apply the updates to the lead details.

9. Review Updated Email

Click the updated email address to verify the changes made.

10. Review Industry Selection

Click the selected industry category to confirm the lead classification.

You have successfully updated the lead's contact information and industry classification within Hyegro. This process helps maintain accurate and organized lead data for better business management.

Edit Lead

Edit Lead Details Efficiently Using Hyegro Platform#

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Go to your-company-instance.hyegro.com#

1. Introduction#

2. Select Lead Entry#

3. Open Lead Details#

4. Access Email Field#

5. Enter Email Address#

6. Open Category Options#

7. Select Industry Category#

8. Save Lead Changes#

9. Review Updated Email#

10. Review Industry Selection#