Edit Prospect
The Edit Prospect page allows you to modify an existing prospect’s information. The form is pre-populated with current values and only changed fields are submitted to the server.
Accessing the Page
Section titled “Accessing the Page”From the Prospect Detail page, click Edit, or from the Prospects List, use the row action menu and select Edit. Navigate to /prospects/:id/edit. Requires the canEditProspect permission.
Form Sections
Section titled “Form Sections”Basic Information
Section titled “Basic Information”| Field | Editable | Type | Description |
|---|---|---|---|
| Code | No (read-only) | Text | Unique prospect code — displayed for reference only |
| Source Type | No (read-only) | Text | Source type — displayed for reference only |
| First Name | Yes | Text | Max 255 characters, required |
| Last Name | Yes | Text | Max 255 characters, required |
| Yes | Max 255 characters, required, RFC 5322 format | ||
| Phone | Yes | Text | Max 20 characters |
The Code and Source Type fields are read-only and cannot be changed after creation. A note below each field explains this restriction.
Professional Information
Section titled “Professional Information”| Field | Editable | Type | Description |
|---|---|---|---|
| Company | Yes | Text | Max 255 characters |
| Job Title | Yes | Text | Max 100 characters |
| Region | Yes | Entity select | Assigned region |
| Assigned To | Yes | User select | Assigned user (filtered to sales-agent / lead-qualifier roles) |
Tags & Score
Section titled “Tags & Score”| Field | Editable | Type | Description |
|---|---|---|---|
| Tags | Yes | Tag input | Press Enter to add, click X to remove |
| Lead Score | Yes | Slider + Number | 0–100 with color indicator |
Additional Information
Section titled “Additional Information”| Field | Editable | Type | Description |
|---|---|---|---|
| Status | Yes | Dropdown | Only valid transitions shown (see below) |
| Consent Status | Yes | Dropdown | Granted or Not Granted |
| Notes | Yes | Textarea | Free text |
The Status dropdown only shows valid transitions based on the current status state machine. The current status is always listed first.
Status Transitions (Edit Mode)
Section titled “Status Transitions (Edit Mode)”The status dropdown dynamically filters available options based on the current status:
| Current Status | Available Transitions |
|---|---|
| New | Contacted, Rejected |
| Contacted | Qualified, Rejected |
| Qualified | Converting, Converted, Rejected, Contacted |
| Converting | Converted, Qualified |
| Converted | — (no transitions) |
| Rejected | New |
Duplicate Detection
Section titled “Duplicate Detection”If the email field is changed, a Duplicate Warning banner appears if another prospect with the same email exists. You can dismiss it or view the existing prospect.
Validation Rules
Section titled “Validation Rules”- First Name: Required, max 255 characters
- Last Name: Required, max 255 characters
- Email: Required, max 255 characters, must be a valid email format
- Lead Score: Must be between 0 and 100
Submitting
Section titled “Submitting”- Modify the desired fields
- Click Save to submit only changed fields
- On success, you are redirected to the Prospects List
If no fields were changed, clicking Save returns to the list without making an API call.
Canceling
Section titled “Canceling”Click Cancel to return to the Prospects List. Unsaved changes trigger a confirmation dialog.
Related Pages
Section titled “Related Pages”- Prospects List — Return to the list
- Prospect Detail — View this prospect
- Create Prospect — Create a new prospect