How to Edit Leads in the Pabau GO iOS App

This article explains how you can edit lead information on your Pabau GO iOS app.

Step 1: Access Leads

Tap the "Menu" icon, located either at the bottom right or top right corner of your screen, depending on your iOS device. In the menu, tap on the “Leads” tab to view all your leads.

Step 2: View Lead List 

At this stage, you’ll be able to view and edit all your leads. Lead statuses are displayed at the top of the screen — tap on any status (e.g., “First Contact Attempt”) to filter the list and view only leads in that category.

Step 3: Edit Lead Information

To start editing lead details, simply tap on the lead’s name. This will open the full lead profile, where you’ll be able to access the following options:

• Lost Button: Located on the top right corner, tap this if the lead will not be progressing.
  
• Win Button: Located on the top right corner, tap this when the lead successfully converts into a booking or client, and a client card will automatically be created. 
  
• Lead Status: Indicates the current stage of the lead (e.g., First Contact Attempt, Follow-Up, etc.). You can update the status as the lead progresses.
  
• Lead Name & Photo: Displays the full name of the lead and a visual identifier, often pulled from their profile to help with quick recognition. Click the pen icon to edit the name. 
  
• Lead Details: Displays key information such as contact details, lead source, and service of interest, based on the fields you’ve included in your lead form setup within your profile. You can edit any of the fields by clicking on the pen icon.
  

By following these steps, you can easily edit lead information from your iOS app.