The String knowledge base
  • Welcome to The String 👋
  • About The String Solutions
    • About Us
    • The Challenge We Try to Solve!
    • How Does The String Help?!
  • Getting Started
    • Signing Up
    • Dashboard Navigation
    • Complete Setup Your Business Profile
      • Create a new branch
      • Create a new category
      • Add a new brand
      • Add a new product
      • Add a new service
  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
      • Export Leads
      • Filter Leads
      • Customize Leads List View
      • Quick edit lead Info
      • Convert Lead to Customer
      • Assign Lead to Agent/Team Member
      • Send Bulk SMS/Emails
      • Manage Lead Profile
      • Delete Leads
    • Manage Customers
      • Add New Customers
      • Export Customers
      • Customize Customers list View
      • Assign Customers to Agent / Team
      • Customer Profiles
      • Delete Customers
    • Manage Branches
    • Manage Team
      • Create Departments
      • Add Team Members
      • Assign Roles and Permissions
    • Manage Product & Service
      • Add New Product or Service
      • Customize Product/ Service List view
      • Delete Product or Service
    • Manage Public Forms
      • Create new public form
      • Edit forms
      • Embed form into website
      • Analyze Forms
      • Delete form
    • Manage Email Templates
      • Create a New Email Template
      • Edit an Existing Email Template
      • Delete an Email Template
    • Manage Tasks
    • Manage Media & Files
    • Manage Campaigns
      • Customized Forms
      • WhatsApp Messages "soon"
      • SMS "Soon"
      • Email Marketing
    • Manage Automations
      • Leads Journey
      • Segments
      • Sequences
      • Chat Bot "Soon"
      • API and Third-party Integrations - "Coming Soon"
  • Account Management
    • Create an account
    • Reset & Change password
    • Deleting your account
  • Subscription and Pricing
    • Understanding Different Subscription Plans
    • Upgrade or Downgrade Your Plan
    • Cancelling your Subscription
    • Update your Payment method
  • FAQs
    • General FAQs
    • Technical FAQs
    • Billing FAQs
  • Contact Support
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  1. How To?!
  2. Manage Leads

Manage Lead Profile

Update and manage all aspects of a lead's profile

PreviousSend Bulk SMS/EmailsNextDelete Leads

Last updated 9 months ago

  1. Navigate to the "Leads" section.

  2. Click on the lead you want to manage.

  1. Use the available options to edit details, add notes, and track activities.

  2. Click "Save" after making changes.