Skip to main content
Edit Salesforce Lead Profile
Karan avatar
Written by Karan
Updated over a month ago

To edit a Lead that is connected to a Salesforce Lead through the EazyBe WhatsApp Extension:

  1. Open the WhatsApp Chat

    Open the WhatsApp chat of the respective Salesforce Lead.

  2. Click on the Edit button

    Click on the edit button in the Contact Card of the Profile Section that appears.

  3. Edit Lead Details

    A pop-up window will open, allowing you to:

    • Edit or select user properties as required.

    • Specify whether each selected property is required or optional.

  4. Save the Changes

    Click on Apply to update the Contact card with the properties that you have selected. Edit the properties field as and where required and click on Save to finalize your changes.


    We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!



Did this answer your question?