How to update lead information



If you have fields in your database that are blank when you uploaded the leads, or if you intended to capture more information from your leads, you can easily edit the data that you have for your clients while you are talking with them on the Predictive Dialer.



Simply double click your mouse arrow within the field that you want to update.



This will highlight the empty data.

Now you can start typing in your new data, and it will replace the blank data as you begin typing. Hit Enter on your keyboard to save.



This data is also automatically saved within the dialer's CRM and can be viewed upon exporting the data as well.

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