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Display and Edit Leads
Display, edit details, and share leads.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view leads: | Read on leads |
| To change leads: | Edit on leads |
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Display leads: After you have located a lead, click the lead name to display detailed
information.
If hover details are enabled, hover over any lookup field on the detail page to view key information about a record before clicking into that record’s detail page. If your admin sets up field validation rules for leads, Salesforce checks the lead field values whenever a lead owner views an unread lead. If any of the fields contain invalid information, an error is shown. You can correct the error by adding valid information to the field.
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Edit lead details: To update a lead, from the lead record, click
Edit, and then change the fields you want to update.
Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule. If the Assign using active assignment rule checkbox is selected and no assignment rule criteria is met, the lead is assigned to the Default Lead Owner. When you have finished, save your changes.
Open activities associated with a lead aren’t reassigned using the active lead assignment rule. To reassign a lead and its open activities, assign the lead to a new owner.
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Edit leads in list views: To update more than one lead from a list view in Salesforce
Classic, select the leads you want to edit and then double-click the field value you want
to change. To update more than one lead status in Lightning Experience, select the leads
you want to edit and then choose Change Status from the Action
menu.
When updating Lead Statuses from a list view, all Lead Status values are available, even if your admin has created a Lead-based process that limits the available statuses. To limit the available statuses to those supported by your lead process, update the Lead Status from the lead details page.
- View lead updates and comments (Chatter): Display a feed of updates, comments, and posts about the lead.
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View lead related lists: View information related to the lead, including activities,
notes, attachments, and any campaigns associated with the lead. Your personal
customization, and any customization your admin has made to page layouts or your
permissions to view related data determine the related lists that you see for leads.
Note Hover over the links at the top of a detail page to display the corresponding related list and its records. If Chatter is enabled, hover links display below the feed. An interactive overlay allows you to quickly view and manage the related list items. Click a hover link to jump to the content of the related list. If hover links are not enabled, contact your Salesforce administrator. - Share leads: Your admin defines the sharing model for your company. If it’s private or Public Read Only, you can use lead sharing to increase access to your leads. In Professional, Enterprise, Unlimited, Performance, and Developer Edition organizations, share a lead with other users, groups, or roles by selecting Sharing from the Action menu.
- Print leads: To open a printable version of the record details, select Printable View from the Action menu.
