Users can edit their Prospects to update their information and scoring. Adding the most up-to-date information to a Prospect will help ensure they end up on the correct Lists.
Insightly can automatically update any matching Leads or Contacts in CRM when you edit a Prospect. All you need to do is set up the CRM Connector.
To edit a Prospect:
- Open the Prospect record. Click the pencil icon.
- Edit your fields. Click Save.