Skip to main content

How do I change a lead's type from the Inbox tab?

Updated over 4 months ago

To modify a lead's classification type:

1. Click on Inbox

2. Select "Email" as the conversation type

3. Click on the relevant lead

4. In the top right corner under details, locate the Lead Type field

5. Click the dropdown icon next to the current lead type

6. Choose the appropriate type from the options

For any questions, you can reach out to us at support@novacrm.ai or call us at our support toll-free number +1 844 644 0023.

Did this answer your question?