Step 1 – Navigate to the Leads Module

• Navigate to Customers > Leads in the left sidebar.
• The Leads list page displays all existing leads for your partner account.
• Select the Lead that you want to modify, and then click on the pencil icon.
  

Step 2 – Modify Lead Details

• Upon clicking the Pencil icon, the following screen will appear.
  
• The header will show the lead's name and status. The header will also display the estimated value of the edition. 
  
• You can modify any lead's details.
• Lead Information:
  
• Company Name:
  
• The field will show the existing company name.
  
• Modify the existing name in this field.
  
• It is a text field and mandatory.
  
• Type:
  
• The field will show the existing customer type.
  
• Modify the user type from the drop-down.
• The available options are Customer or Partner.
  
• It is a text field and mandatory.
• First Name: 
  
• The field will show the existing name.
  
• Modify the existing name in this field.
• It is a text field and mandatory.
• Last Name:
  
• The field will show the existing last name.
  
• Modify the existing last name in this field.
• It is a text field and mandatory.
• Website:
  
• The field will show the existing website.
  
• Modify the existing website in this field.
• Edition:
  
• The field will show the already selected edition.
  
• Modify the edition from the drop-down.
• Available options include Pair Edition, Automate Edition, Integration Edition, AI Connect Edition, Business Edition, and Enterprise Edition.
• Billing Cycle:
  
• The field will show the selected billing cycle.
  
• Modify the edition from the drop-down.
• The available options are Monthly or Annual.
  
• Region:
  
• The field will show the selected region.
  
• Modify the region from the drop-down.
• It is a mandatory field.
• Country:
  
• The field will show the selected country.
  
• Modify the country from the drop-down.
• Please note that once you select the region, the Country field will list the list of countries from that region.
• It is a mandatory field.
• Data Center Region:
  
• The field will show the selected data center region.
  
• Modify the data center region from the drop-down.
• Please note that once you select a country, the Data Center Region field will list the available data centers for that country.
• It is a mandatory field.
  
• Data Center:
  
• The field will show the selected data center.
  
• Modify the data center from the drop-down.
• Please note that once you select a Data Center Region, the Data Center field will list the available data centers for that data center region.
• It is a mandatory field.
• Communication Information:
• Email:
  
• The field will show the existing email address.
  
• Modify the email address in this field. This email will be used to send the invite. 
  
• It is a mandatory field.
• Phone:
  
• The field will show the existing phone number.
• Modify the phone number in this field. Please note that this number will be considered the lead's primary number.
  
• It is a mandatory field.
• Address Information: 
• The existing address will be shown in this section. Modify the address in the respective fields:
  
• Street
  
• Code
  
• City
  
• State
  
• Country
  
• Notes: The existing note will be shown in this field. You can modify, add, or remove the details in this field.
• By default, the Save button will be disabled. Once any modification is done, the button gets enabled.
  
• Click on the Save button to save the modification.