If you already imported all your Leads, but you would like to edit their information, or if you just created a custom lead and would like to update them, then the easiest and more straightforward way is to export a CSV file, update it and then import it, as described in this article.
Update the information of a Custom Field
It is necessary that you first create your custom field and make sure it is active.
Proceed to add the custom field to the List Configuration. All new custom fields are always located at the bottom of the list. Just click on the checkbox and the custom field will be added to the view.
You can always rearrange the list by dragging and dropping the fields in the desired order. Once you have added the custom fields to the list configuration, proceed to export the CSV file and save it to your computer.
Then open the file and edit the information, to include the details of the Custom fields you just created. Once you are done updating your file, save it as a CSV file.
You will then upload that file to FreeAgent CRM following the steps described in the following tutorial:
For more information about how to customize the List view, or create Custom Fields, please review the following tutorials: