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How Do I Edit a Lead's Name?

Learn how to update a lead's name and add a company name.

Aimee avatar
Written by Aimee
Updated over a week ago

First, navigate to the lead's page by clicking on its name in the list. Next, hover your mouse cursor over the leads name in the top left corner of the page and click (you'll notice that a pencil icon appears to the right-hand side of the name when you hover your cursor over it).

This opens up an edit field. Edit the name as needed and click the blue save button to save it.

Add Company Name

You can add a company name to the lead by inserting a space + dash + space and the writing the company after it. This is useful if you're using LeadSimple to manage investors, real estate agents or other types of leads that are associated with specific companies. 

Click the blue save button again to save your changes.

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