Edit lead
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/leads/:id/edit
How to get there
Section titled “How to get there”Dashboard → Demo — synthetic · Tyler Brooks → Edit Lead
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Cancel | Any signed-in member | Must be granted on its own (not part of Manage) |
| Save all changes | Any signed-in member | Manage also grants it |
| Edit notes | Any signed-in member | Manage also grants it |
What this page tells you
Section titled “What this page tells you”On file: 555-0201, not a valid US phone number. Enter 10 digits to replace it
What you see
Section titled “What you see”- Lead
- Qualification
- Freight profile
- Follow-up
- Ownership
- Notes
- Lead card — Editing
- Demo — synthetic · Tyler Brooks
What you can do
Section titled “What you can do”- Cancel
- Save all changes
- Hide preview
- Edit notes
- Hide Notes
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Contact name | Yes | textbox | Michael Thompson |
| Company | Yes | textbox | TechCorp Industries |
| No | textbox | michael@techcorp.com |
|
| Phone | No | textbox | +1 (555) 111-2222 |
| Location | No | combobox | Denver, CO |
| Status | Yes | combobox | New |
| Rating | No | combobox | Warm |
| Source | Yes | combobox | Referral |
| Lead score | No | spinbutton | 38 |
| Estimated value | No | textbox | 35000 |
| MC number | No | textbox | |
| DOT number | No | textbox | |
| Customer type | No | combobox | Select… |
| Expected loads / month | No | spinbutton | |
| Preferred lanes | No | textbox | |
| Equipment types | No | combobox | Add… |
| Last contact | No | textbox | 2026-07-18 |
| Next follow-up | No | textbox | 2026-07-24 |
| Owner | No | combobox | Unassigned |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27