DEALERSIP User Manual

Leads can be viewed in two different layouts: Kanban Board and Grid View. The steps to edit a lead differ based on the selected view.

Kanban Board

In the Kanban Board layout, each lead appears as a card. To edit a lead, simply click on the lead card header (the contact name at the top of the card). This will open a sliding window from the right side, containing editable lead information. Make the desired changes and click Save when you're done.

Grid View

In the Grid View layout, leads are displayed in a tabular format. To edit a lead, hover your mouse over the desired row and click the Pencil icon that appears. This will also open a side window where you can edit the lead details. Once you have made your updates, click the Save button to apply the changes.