Zurmo – Updating a Lead

You have just obtained more information on a “Lead” you have previously added to Zurmo and now you want to update your “Lead” with the new information. Here is a step by step guide on updating your “Lead” with your new information.

The first step is to make sure you are on your Zurmo Dashboard. By selecting the “Home” button you will be situated on your Zurmo Dashboard.

Home Dashboard

Once on the Zurmo Dashboard, you notice the panel with the “Home” button also contains several other options such as Inbox, Accounts, Leads, Contacts, Opportunities, Marketing, Reports, and Products. To update a “Lead”, hover your mouse cursor over the “Leads” option and left click to select the “Lead” option.

Leads

Once you select the “Leads” option, the screen will refresh and present you with a list of your “Leads”. From the list of “Leads”, determine the “Lead” you would like to update. Hover your mouse cursor over the lead name (Test Lead in this case) and click on the lead name.

Now that you have selected the “Lead” you would like to update, the screen will refresh to present you with the “Lead Detail” screen.

Lead detail again

From the “Lead Detail” screen, confirm you have selected the “Lead” you want to update, and hover your mouse cursor over the “Options” button to display five options: Edit, Audit Trail, Convert, Clone, and Delete. To update the “Lead” with the new information select “Edit” from the list.

Choose edit

Once you select “Edit” from the list, the screen will refresh providing you with all of the fields associated with the “Lead” you selected. In this case, I have updated the department name (“Advertising”) as the new information for this “Lead”.

Update department

Once the new information is completely entered, remember to scroll to the bottom of the “Lead” and click the “Save” button to save your updates.

Save

Now when you have new detail to add to a “Lead” you can simply repeat this process to keep your leads fresh!

(c) 2013 Windsor Wallaby. All rights reserved.

Tags: , , , , | Posted under Zurmo | RSS 2.0

Author Spotlight

Windsor Wallaby

Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.

Leave a Reply

Your email address will not be published. Required fields are marked *


× 4 = 32

You may use these HTML tags and attributes: <a href="" title="" rel=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>