To Edit a Lead

To reiterate, in Relotis, all contacts are Leads, and we use the term interchangeably. You can add contacts as leads, or as contacts attached to Opportunities. This means all your contacts in Relotis are specifically tied to a deal or opportunity, so there are no redundant contacts in the system.

To Edit a Lead;

  1. Click on Leads (Left Menu)
  2. Click on the Lead you want to open
  3. Click on “Edit Lead” on the top right of the Lead page
  4. Complete your edits
  5. Save