Update Lead Data

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The Smartflo portal allows agent to update lead data. This operation can be done in the following cases:

  • When the agent receives a call.
  • When the agent makes the outbound call, irrespective of the Dial Method.
    Update_Lead_Data_1
  • Enter the new data in the required fields and click on Update Info to make changes in the Lead Data.
    Update_Lead_Data_2

Note: If the admin has not enabled Update Info settings, then the agent will not be able to update the lead details.

Updated 11 months ago