Editing leads

Update a single lead or change many at once.

Updated Sep 10, 2026 1 min read

One lead

Open the lead from the table and edit its fields in the detail panel. Changes take effect immediately, including in copy that has not yet been rendered.

Many leads

Select leads with the checkboxes and use Bulk actions: Add to list, Remove from list, Add tag, Remove tag, Add to campaign, Remove from campaign, Set status, Export selected, Delete.

Important notes

Editing a lead does not change messages that have already been sent or already been rendered into the queue.

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