1. Sign In
Sign into the Zuant Cloud with your Power User credentials and click on the ‘EVENTS’ tab.
(If you receive an error, you may not have the correct permissions. Please contact your CSM for assistance.)
2. View and Edit
Select ‘LEAD GRID’ and click within the grid to amend the lead data. Click the ‘save’ icon once finished.
3. Search and Filter
You can search for a lead using the magnifying glass icon, or click the ‘Grid Columns’ icon to remove certain columns from view
4. Save
Don’t forget to click the ‘save’ icon once all changes to the lead grid have been made
TIPS:
While scrolling across the lead grid, you can right click to select one or more leads
You can Multi-edit by selecting one or more leads and clicking on the pencil icon
For more information, click below and view the PDF guide with videos