How to Edit or Update a Lead Segment

Learn how to update lead segments in LeadLoft to organize your leads efficiently.

Lead Segments are used to segment and organize different leads. Sometimes you'll want to update it after speaking with a lead - here's how.

How to Edit or Update a Lead Segment

  1. Open a Deal

  2. Scroll down to Lead Info > Lead Segment

  3. Edit the Lead Segment & click "Save"

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You can use these instructions to edit any Lead information.
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