Please note: if you are trying to change the company and the contact with which a lead is associated, please see the Changing the Contact Associated with a Lead reference document.

Switching the company associated with the lead – If you want to change the company with which the lead is associated, you must edit the lead directly and change the company name in one of the following ways:

• Method 1: This method enables you to switch the company associated with a lead to another existing company in the system. This method ensures that you don’t create any duplicate companies.
  • First, navigate to the lead you want to edit.
  • From the Lead Detail Page, click on the Sprocket button, then click on “Edit”.
  • Click on the green minus button beside the Company Name field.
    • A pop-up will appear that says “Unlink Company – Are you sure you want to unlink [Company Name] from this Lead?” Click “Yes” to confirm.
  • The Company Name field will be cleared. Begin typing in the field, and from the search results select the existing company with which you now want to associate the lead.
  • The fields related to the company will now be populated with the information about the new company you selected.
  • Once you’ve made your changes, scroll to the bottom of the screen and click on the “Save” button.
  • Once you’ve saved your changes, this will update the lead and associate it with the newly selected company.

• Method 2: This method enables you to switch the company associated with a lead to a new company that does not already exist in the system. This method may result in the creation of duplicate companies.
  • First, navigate to the lead you want to edit.
  • From the Lead Detail Page, click on the Sprocket button, then click on “Edit”.
  • Click on the green minus button beside the Company Name field.
    • A pop-up will appear that says “Unlink Company – Are you sure you want to unlink [Company Name] from this Lead?” Click “Yes” to confirm.
  • The Company Name field will be cleared. Begin typing the new company’s information and select “Create New Company” from the search results.
  • Once you’ve made your changes, scroll to the bottom of the screen and click on the “Save” button.
    • The lead will be associated with a existing company ONLY if the name and zip code that are entered match that of an existing company.
    • If the name and zip code you enter do not match an existing company, a new company will be created. So if you happen to misspell the name or enter the zip code incorrectly, you risk creating a duplicate.
  • Once you’ve saved your changes, this will update the lead and associate it with an existing company (if a match is found) or the newly created company.

Editing the company’s information from a lead – If you want to edit a lead’s company’s information, you may edit the lead directly and update the Company Name in the following way:

• This method enables you to edit the Company Name directly from the lead.
  • First, navigate to the lead that you want to edit.
  • From the Lead Detail Page, click on the sprocket button, then click on “Edit”.
  • Below the Company Name field select “Edit Company”. A pop-up will appear allowing you to update the contents of that field.  Click “Save” to confirm the edits.
  • Once you’ve completed your changes, scroll to the bottom of the screen and click on the “Save” button.
  • Once you’ve saved your changes, this will update both the lead and the Company Detail Page for that company.
  • Please note: You may also edit a company’s information by editing the Company Detail Page. For more information see the Company Detail Page Explained reference document.