[{"data":1,"prerenderedAt":153},["ShallowReactive",2],{"shell":3,"article:workflow-lead-edit":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":63,"related":71,"topicNext":104,"paths":105,"videos":106,"sidebar":107},"workflow-lead-edit","guide","\u002Fguides\u002Fworkflow-lead-edit","users","Review or correct lead fields","Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select Edit. You…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select \u003Cstrong>Edit\u003C\u002Fstrong>. You need permission to access and change that record; archived records can omit this tab.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-edit-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-edit-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Edit tab with Name, Company, Email and Phone fields and collapsible sections such as Contact Details\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-edit-desktop.jpg\" alt=\"Lead record on the Edit tab with Name, Company, Email and Phone fields and collapsible sections such as Contact Details\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Edit tab on a lead, with the main contact fields and sections such as Contact Details and Company Information.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-edit-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"inspect-before-typing\">\u003Ch2 id=\"inspect-before-typing\">Inspect before typing\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Confirm you are viewing the intended lead.\u003C\u002Fli>\n\u003Cli>Review Name, Company, Email, Phone, and the additional contact fields.\u003C\u002Fli>\n\u003Cli>Inspect deal values, Lead Stage, Lead Status, assignment, and call-planning fields separately.\u003C\u002Fli>\n\u003Cli>Check company description, industry, employee range, addresses, social profiles, and reference links as needed.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>This editor autosaves fields after changes. Dropdowns and grouped changes also have persistence handlers. There is no general “type freely, then Cancel” guarantee. During read-only review, do not type into a field or change a dropdown to test it.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"make-a-bounded-correction\">\u003Ch2 id=\"make-a-bounded-correction\">Make a bounded correction\u003C\u002Fh2>\u003Cp>Before an authorized edit, identify the exact field and the evidence supporting the replacement. Stage and status are related: use the destination's actual available status labels rather than guessing a combination. Ownership and call-planning changes affect the team's workflow.\u003C\u002Fp>\u003Cp>Qualification overrides are separate decisions with a reason and rescoring consequences. Do not use an override merely to make a score or lifecycle look preferable. Deal-size fields can distinguish an unknown amount from a recorded value; do not replace unknown values with invented numbers.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>Allow pending saves to finish, then reopen the lead and check the specific changed fields. An immediate local display change does not prove persistence. If several fields changed before a failure, inspect each result rather than assuming all changes succeeded or all rolled back.\u003C\u002Fp>\u003Cp>If the record changed unexpectedly, retain the field name and sanitized error for support. Do not repeatedly switch status or overwrite contact details to force a refresh. Review Activity for recorded changes, while recognizing that its history can be incomplete.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-activity\">Activity\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-scoring\">Scoring\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fpipeline\">Pipeline\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"inspect-before-typing","Inspect before typing",2,{"id":55,"text":56,"depth":53},"make-a-bounded-correction","Make a bounded correction",{"id":58,"text":59,"depth":53},"verify-and-recover","Verify and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"lead-record-edit-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"lead-record-edit-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-edit-desktop.jpg","Lead record on the Edit tab with Name, Company, Email and Phone fields and collapsible sections such as Contact Details","The Edit tab on a lead, with the main contact fields and sections such as Contact Details and Company Information.",1920,873,[72,77,82,89,94,99],{"slug":73,"title":74,"href":75,"icon":37,"description":76,"level":40},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…",{"slug":78,"title":79,"href":80,"icon":37,"description":81,"level":40},"workflow-lead-scoring","Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","Scoring explains the current score and the recorded changes behind it. Open the intended lead in the shared drawer and select Scoring where available. You need…",{"slug":83,"title":84,"href":85,"icon":86,"description":87,"level":40,"productLocation":88},"pipeline","Review and update the pipeline","\u002Fguides\u002Fpipeline","calendar-check","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","Pipeline",{"slug":90,"title":91,"href":92,"icon":37,"description":93,"level":40},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose Contacts…",{"slug":95,"title":96,"href":97,"icon":37,"description":98,"level":40},"workflow-lead-documents","Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…",{"slug":100,"title":101,"href":102,"icon":37,"description":103,"level":40},"workflow-lead-messages","Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","Messages gathers available message history for the selected lead and offers channel-specific reply workflows. Open the lead drawer and select Messages. You…",{"slug":90,"title":91,"href":92},[],[],{"title":46,"href":47,"groups":108},[109],{"title":110,"items":111},null,[112,115,119,123,127,131,132,133,134,135,139,143,144,145,149],{"label":113,"href":114,"slug":23},"Find and review leads","\u002Fguides\u002Fleads",{"label":116,"href":117,"slug":118},"Work with a lead record","\u002Fguides\u002Flead-record","lead-record",{"label":120,"href":121,"slug":122},"Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","workflow-manual-lead",{"label":124,"href":125,"slug":126},"Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","workflow-lead-notes",{"label":128,"href":129,"slug":130},"Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","workflow-lead-tasks",{"label":38,"href":36,"slug":34},{"label":91,"href":92,"slug":90},{"label":96,"href":97,"slug":95},{"label":101,"href":102,"slug":100},{"label":136,"href":137,"slug":138},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":140,"href":141,"slug":142},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":79,"href":80,"slug":78},{"label":74,"href":75,"slug":73},{"label":146,"href":147,"slug":148},"Review a mass update before changing leads","\u002Fguides\u002Fmass-update","mass-update",{"label":150,"href":151,"slug":152},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",1793910214363]