Setting Properties for a Lead

Permissions Required: Edit Lead

You can set values for multiple lead records from the lead Table View.

To Set Properties for Leads

1.  On the Home page, click the workspace tile of the Lead object.

2.  In the Lead Table View page that is displayed, select the required lead records.

3.  From the menu bar, click Set Properties.

Alternatively, right-click the lead record and select Set Properties.

The Set Properties dialog box is displayed.

4.  Specify values for the required properties, and click OK.

Values that you have specified for the specific properties are updated across all the selected lead records.