Step 1

  1. Go to Leads available on the left menu.
  2. On the Leads listing page click on Settings.
  3. A popup option will appear on your screen
  4. Click on Leads Preset.

Step 2

  1. On clicking, it will navigate to Leads Preset page.
  2. Click on Promoter tab.
  3. For a particular record, click on the Action buttons.
  4. An Action option popup will appear with Edit and Delete options. 
  5. Click on Edit option.

Step 3

  1. A popup named Edit Promoter will appear on your screen.
  2. Make the relevant changes you want to make and click on Update.
  3. A success notification message will be shown. 

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