> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Profile

> How to view and edit Salesforce lead profiles from WhatsApp using EazyBe

This guide explains how to view and edit a Salesforce Lead profile directly within WhatsApp using EazyBe's Mini-CRM integration.

## Viewing and Editing Lead Profiles

<Steps>
  <Step title="Open the WhatsApp Chat">
    Launch the WhatsApp conversation with the Salesforce lead you want to view.

    <img src="https://mintcdn.com/eazybe/3IVd4I77uXzKkubI/images/1217639388.png?fit=max&auto=format&n=3IVd4I77uXzKkubI&q=85&s=2245eadd6a81ea4f8ff014b0ce022ff1" alt="Open WhatsApp Chat" width="1227" height="900" data-path="images/1217639388.png" />
  </Step>

  <Step title="Access the Salesforce Integration">
    Click the **Salesforce** icon in the EazyBe extension's right sidebar to open the Mini-CRM panel.

    <img src="https://mintcdn.com/eazybe/C_TvcKVfdR8TnUGH/images/1116537053.png?fit=max&auto=format&n=C_TvcKVfdR8TnUGH&q=85&s=9dc0fe3e12fddadd3e04b27beea275eb" alt="Salesforce Integration" width="1227" height="900" data-path="images/1116537053.png" />
  </Step>

  <Step title="Access the Profile Section">
    The first header under the Lead section displays the **Profile Section** with the lead's information.

    <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116538000.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=c8325127574ea5d85102d2734aa70900" alt="Profile Section" width="1227" height="900" data-path="images/1116538000.png" />
  </Step>

  <Step title="View and Edit User Properties">
    Review the user information displayed. To modify details, click the **Edit** button.

    <img src="https://mintcdn.com/eazybe/tPNdXdAK2z3EeFFs/images/1116538258.png?fit=max&auto=format&n=tPNdXdAK2z3EeFFs&q=85&s=87c3862a426959eef2c65a1b88d461fb" alt="Edit Lead Properties" width="1227" height="900" data-path="images/1116538258.png" />
  </Step>

  <Step title="Save the Changes">
    After making your modifications, click **Save** at the bottom to apply the changes to Salesforce.
  </Step>
</Steps>

<Info>
  Changes made to the lead profile are synced directly to Salesforce in real-time.
</Info>

## Need Help?

If you have any questions or need further assistance, feel free to reach out to us at **[hey@eazybe.com](mailto:hey@eazybe.com)**. We're happy to help!