A lead is a potential customer who becomes a member when they complete a purchase in the Prospect Portal or when you activate a contract they are the primary contact for. After you add a lead, you can review and edit lead information at any time.
You can use the Lead History screen to see changes made to lead information. For more information, see Reviewing lead history.
NOTES:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
You cannot edit an archived lead. Activate the lead to edit lead information. For more information, see Archiving and activating a lead.
To review and edit lead information
Select Leads in the top menu.
Locate the lead in the grid and click the lead's name. The Lead Essentials window appears. Click Detailed View.
The Lead Essentials menu appears. Select Custom Fields in the side menu.
Click the Edit button.
NOTE: The fields appearing here vary based on what has been configured. For more information on setting up custom fields, see Customizing user fields.
Click Save.