How to edit a Prospect

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:

  1. Open the Prospect record. Click the pencil icon.
    Edit_Prospect_3.png
  2. Edit your fields. Click Save.
    Edit_Prospect_4.png
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