This article will show you how to edit a lead by adding a score, status, type and other information.
First, log into your Placester account and click on the Application Icon in the upper right corner of the screen.
Select the Leads tab to view and edit your lead information.
You will now be taken to the "My Leads" Section where you can view all of your leads contact information.
Certain edits can be made right within the leads panel. Let's say I just spoke with Geoff Bard. Originally, within the leads panel he was marked as a new buyer with a green score and had never been contacted.
After speaking with him, I've determined that his score should be changed to yellow. I also want to make sure that he is no longer marked as New and that he is now marked as being contacted. All of these edits can be made right within the leads panel by clicking on those individual attributes and using the options to change them.
Advanced Editing Options
You can also make more advanced edits to a lead by clicking on the lead's email address or name. This brings you to the lead editing screen.
Uploading a Photo
You have the option to upload a photo for each of your leads if you'd like to have a face to associate with the name. This is optional and can be added within:
1. The lead details view:
2. The lead editor:
Editing Contact Details
You can also edit the lead's contact details. For instance, you can add alternate emails and phone numbers for your lead.
A lead's address will not be included upon signing up on your website, but you can add that information under the Address section.
Change the lead details within the Details section. These are similar to what you can change using the quick editing options on the main leads panel. Here, you can also add custom attributes.
Pro Tip: What is a Score?
Scores allow you to rank your prospective clients. The score options are red, yellow and green for a reason - this allows you to assign values to how you'd like to score your leads based on what makes sense for you and or your company.
Need More Help?
If you have additional questions about editing your leads, let our support team know at firstname.lastname@example.org.