Skip to main content

​
Overview

This guide explains how to edit and modify lead information within the Eazybe WhatsApp Extension when connected to your Zoho CRM leads.

​
How to Edit a Lead Profile

1

Open the WhatsApp Chat

Open the WhatsApp chat of the respective Zoho Lead whose profile you want to edit.Open WhatsApp Chat
2

Click on the Edit Button

Click on the Edit button in the Contact Card of the Profile Section that appears in the Mini-CRM panel.
3

Edit Lead Details

Edit or select user properties as required:
  • Modify existing field values
  • Update contact information
  • Specify whether each selected property is required or optional Edit Lead Details
4

Save the Changes

Click on Apply to update the Contact Card with the properties that you have selected.Edit the properties fields as needed and click on Save to finalize your changes.
Remember to save your changes before navigating away to ensure all updates are properly recorded in Zoho CRM.

​
Editable Fields

You can typically edit the following lead properties:
FieldDescription
NameLead’s full name
EmailPrimary email address
PhoneContact phone number
CompanyAssociated company name
Lead StatusCurrent status in pipeline
Lead SourceHow the lead was acquired
Custom FieldsAny custom fields configured in Zoho

Lead Profile

View lead profile details

Lead Notes

Add notes to track interactions

​
Need Help?

If you have any questions or need further assistance, feel free to reach out to us at [email protected]