What you'll learn
This guide shows you how to update and edit existing customer records in OneLead.
Why Edit Customer Records?
You'll need to edit customer records when:
- Contact information changes
- You learn new details about the customer
- Their interest or status changes
- You need to correct mistakes
- You want to add notes or activities
Finding a Customer to Edit
📱 Mobile App (iOS & Android)
Method 1: Browse your list
Step 1: Open OneLead and go to the Customers tab
Step 2: Scroll through your customer list
Step 3: Tap the customer you want to edit
Their record opens.
Method 2: Use search
Step 1: Type in the search bar
Step 2: Type the customer's name, phone, or email
Step 3: Tap the customer in the results
💻 Web/Desktop App
Method 1: Click from your list
Step 1: Find the customer in Customers & Activities
Step 2: Click their name or the edit icon (pencil)
The record opens.
Method 2: Use search
Step 1: Type in the search bar
Step 2: Click the customer in the results
Editing Basic Information
There are two different types of information you can edit in OneLead:
- Basic Customer Information – name, email, phone, address
- Lead & Activity Information – lead status, interest, consultant assignment, appointments, notes
📱 Mobile App - For Basic Customer Information
Step 1: Open the customer record
Step 2: Tap the pencil icon in the upper-right corner.
Step 3: The form opens with editable fields.
Step 4: Tap any field to edit it.
You can edit:
- First Name
- Last Name
- Phone Number
- Address
- Add/change your profile picture
Step 5: Make your changes.
Step 6: Tap "Update Customer" at the bottom of the screen.
Step 7: Confirmation appears: "Customer updated successfully"
📱 Mobile App - For Lead & Activity Information
Step 1: Open the customer record
Step 2: Tap Show Customer Log.
Step 3: The form opens with editable fields.
Step 4: Tap any field to edit it.
You can edit:
- Lead Status
- Interested In
- Assigned Consultant
- Follow-up / Appointment Date and Time
- Notes
Step 5: Make your changes.
Step 6: Tap "Update" at the bottom of the screen.
Step 7: Confirmation appears: "Customer log updated successfully"
💻 Web/Desktop App - For Basic Customer Information
Step 1: Open the customer record.
Step 2: Click the pencil icon beside the customer’s name. This opens the Basic Information form only.
Fields you can edit here:
- First Name
- Last Name
- Phone Number
- Address
- Profile Picture
Step 3: Click Save Changes.
💻 Web/Desktop App - For Editing Lead & Activity Information
Step 1: Open the customer record.
Step 2: From there, you can update:
- Lead Status
- Current Consultant
- Interested In
- Vehicle Details Notes
- Notes
- Follow-up / Appointment Date & Time
Step 3: Make your changes directly in each field.
Step 4: Click Save in the top-right.
Changing Assigned User
When to do this:
- Customer is reassigned to another salesperson
- Team member is on vacation
- Workload balancing
How to change:
Step 1: Open the customer record.
Step 2: Find the "Current Consultant" field
Step 3: Tap/click the dropdown
Step 4: Select the new user from the list
Step 5: Save
Editing Customer Notes
Notes are crucial for remembering important details.
📱 Mobile
Step 1: Open the customer record
Step 2: Tap “Show Customer Log”
Step 3: Find and tap/click the "Add Comment" button
Step 4: Add new information or edit existing notes
What to include:
- Vehicle preferences
- Budget information
- Timeline for purchase
- Family details (kids, pets, etc.)
- Previous conversation summaries
- Objections or concerns
- Follow-up items
Step 5: Tap “Post” to save your changes
💻 Desktop
Step 1: Open the customer record
Step 2: Find and tap/click the "Add Comment" button
Step 3: Add new information or edit existing notes
What to include:
- Vehicle preferences
- Budget information
- Timeline for purchase
- Family details (kids, pets, etc.)
- Previous conversation summaries
- Objections or concerns
- Follow-up items
Step 5: Save your changes
Pro Tip: Add notes immediately after every customer interaction while details are fresh in your mind. Include dates for context (e.g., "10/15: Test drove RAV4, loved the color options").
Editing Best Practices
Do's:
- ✅ Update records immediately after learning new information
- ✅ Verify contact details with customers before changing
- ✅ Add detailed notes about conversations
- ✅ Keep interest and vehicle type current
- ✅ Update status as customers progress
- ✅ Use tags to organise your pipeline
Don'ts:
- ❌ Don't forget to save your changes
- ❌ Don't remove important historical notes
- ❌ Don't guess at contact information
- ❌ Don't change assigned user without notifying them
- ❌ Don't edit the wrong customer (check the name first!)
Tracking Changes (if available)
Some OneLead systems track who edited what and when.
Change history may show:
- Who made the edit
- When it was made
- What field was changed
- Old value vs new value
To view change history:
- Open customer record
- Look for "Activities"
- Review the timeline
Important: Tracking is not yet available via mobile app.
Undoing Mistakes
If you made a recent mistake:
Option 1: Manual correction
- Edit the record again
- Change the field back to the correct value
- Save
Option 2: Contact support
- If you accidentally deleted important information
- Support may be able to restore it
Troubleshooting Edit Issues
Can't edit a customer:
Possible reasons:
- Record is locked
- You don't have permission
- Customer is assigned to someone else
- System is in read-only mode
Solution:
- Check with your administrator
- Ask for edit permissions
- Contact the assigned user
Changes won't save:
Solution:
- Check your internet connection
- Make sure required fields are filled in
- Try refreshing the page
- Close and reopen the record
- Contact support if issue persists
Edit button is missing:
Solution:
- Check your permissions level
- Make sure you're viewing a customer record (not a list)
- Look for a lock icon (record may be locked)
- Try a different browser or device