Updating leads with quick edit

A popular feature of views that greatly speeds up workflow for agents is the quick edit feature.

Quick edit link

The quick edit enables step updates from within a view so that the steps can be completed without accessing the full lead record. Changes made in the quick edit are immediately updated in the lead record and any associated actions such as triggers or automations will occur.

Quick edit fields

The steps displayed in quick edit function the same way they do in the steps panel within the lead record. If all steps in a track are completed through the quick edit, the lead’s track will progress and new steps will become available.