Are you an administrator? Read Add information useful to your business to choose which fields sales reps can see and which are required.
Find the information shown in the call window or on the lead record.
Complete anything useful for your follow-up. Required information must be filled in before you can save.
For a choice list, select the value that matches the lead.
For a date, choose the expected day in the calendar.
Save it with the rest of your follow-up.
An action button may also open a service used by your team, such as a booking page. It does not automatically change the lead record.
An administrator chooses which information is visible and editable. If something useful is missing, or you cannot edit it, ask them to check its settings.
