Member Leads » Edit Leads

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000069107

Visitors and members send leads through the Get Matched form and the members' profile contact forms. A submitter can pick the wrong category or make a typo, and may then ask the site admin through the Contact Us form to correct it. The lead's information can be edited from the Member Leads page.

How to Edit a Lead

  1. Navigate to Interactions » Member Leads and find the lead (search by name or email, or use the filters).
  2. Click the lead's Actions button and choose Edit Lead.

A lead's Actions button and its open menu, with Actions numbered 1 and Edit Lead numbered 2.

A lead that is already open in the lead drawer can be edited from its Details tab instead: click Edit Lead at the bottom of the tab.

The lead drawer's Details tab with the Edit Lead button at the bottom highlighted.

The lead's form opens in the drawer with the submitted information filled in.

The Edit Lead form in the lead drawer, with the X on Preferred Reply Day, Preferred Reply Time and Location numbered 1 and both Save buttons numbered 2.

  1. Correct the fields that were submitted incorrectly. Location, category and other drop-down fields have an X (1) that clears the value. Location is required, so a cleared location must be replaced before saving. Category fields appear when the lead's form includes them.
  2. Click Save (2), at the top or the bottom of the form. Cancel closes the form without changes.

After saving, a Lead saved. message appears and the drawer returns to the Details tab with the updated information.

The fields in the form depend on the lead form the submitter used. See Interactions » Member Leads for the rest of the Member Leads page.