Workflow

How to Edit a CRM Lead List

Verified end to end. A disposable CRM lead list was created from CSV, edited on its detail page, verified through the detail page and lead list endpoint, and deleted after the probe.

Evidence Summary

Workflow run
crm-lead-edit-20260520T010726Z
Lead id
18
Original description
AI Demo CRM Lead Edit 20260520T010726Z
Edited description
AI Demo CRM Lead Edited 20260520T010726Z
Edited status
active=F / inactive
Final state
Deleted and absent from DT_SelectLeads

Edit the Lead List

  1. Open /crm/leads.
  2. Open the lead list by double-clicking the row or clicking the row edit icon.
  3. Edit the inline lead-list description at the top of the detail page.
  4. Use the Active switch to activate or deactivate the lead list.
  5. Click Save.

The verified save posted multipart POST /ajaxserver with action=leads, option=postEditLead, id=18, description=AI Demo CRM Lead Edited 20260520T010726Z, and active=F. The response returned {"success":true}.

Verify the Edit

After reload, the detail page showed the edited description and the Active checkbox was unchecked. The lead-list endpoint DT_SelectLeads returned row 18 with description=AI Demo CRM Lead Edited 20260520T010726Z, records=1, and active=F.

The imported lead values stayed intact. DT_Select_Leads for lead_id=18 returned the original imported row with name, email, locality, address, country, mobile phone, and taxpayer number.

For editing imported row values or removing selected imported rows from a lead list, see How to Edit and Remove CRM Lead Values.

Artifacts