_action-icons-update-lead.jpg "Action Icons - Update Lead from how to embed google form in outlook email Video Screenshot Preview"){kind=icon}
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⏲ Duration: 94 sec
✓ Published: 07-Nov-2020
✓ Published: 07-Nov-2020
Description:
The top left card of the view lead page contains 4 action icons.Let’s go over each of these. nnThe first action icon updates your lead basic information. nnClicking the update lead icon will open the Form to edit the information of your lead.nnYou’ll see some familiar fields here as well as some new ones.nnA particularly important field here, is “Lead Concerns”. Be sure to add something here as it is required to send the estimate email. Bonsai CRM requires this because this field wil
The top left card of the view lead page contains 4 action icons.Let’s go over each of these. nnThe first action icon updates your lead basic information. nnClicking the update lead icon will open the Form to edit the information of your lead.nnYou’ll see some familiar fields here as well as some new ones.nnA particularly important field here, is “Lead Concerns”. Be sure to add something here as it is required to send the estimate email. Bonsai CRM requires this because this field wil
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