View and Edit Leads

Based on your lead capture form submissions, a log of all the captured data is stored within the Admin panel.


To view leads, follow the below steps:

    Log-in to your Lead Capture application using your User ID and Password
    On your home screen navigation bar, click on the 'Admin' CTA at the right. This will show you a drop-down menu.
    Click on the first option, 'View Leads'
    This will open a list of your captured leads. Alternatively, you can download your leads in an Excel document by clicking on the 'Download CSV' button

To Edit Leads, follow the below steps:

    Log-in to your Lead Capture application using your User ID and Password
    On your home screen navigation bar, click on the 'Admin' CTA at the right. This will show you a drop-down menu
    Click on the first option, 'View Leads'. This will display all leads captured by you
    Click on the pen icon (edit) to the right of the lead you would like to edit. Make sure you are editing the right data log
    On clicking the edit icon, the form for the lead will open. Edit/Update the new details and click on the "UPDATE' button at the bottom of the form.