Instructions for iPad
- Press on the “All” leads button on the left hand side of the screen.
- Find the lead whose data you want to modify. (They are sorted by most recent.)
- Touch and hold the data you want to change, such as name or email address, or touch to add notes.
- Once you’re done modifying, simply press “Done” to update the lead’s information.
Instructions for Android
1. Select the "Leads" tab within your listing.
2. Select the lead you'd like to add notes to.
3. Tap into the Notes field to add any updates you like and select save.