Sales Hub Tools

TimWalsh
Participant

Cannot change Lead Name

SOLVE

Hello,


We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform.

1 Accepted solution
JStreit1
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Cannot change Lead Name

SOLVE

Hi Tim,

 

You can edit the Lead Name just like any other property, its just not as easily accessible without customizing what you have readily available. If you click on the Lead, and "actions" within the "About this lead" section of the preview card, you'll be able to "View all properties", then search for the "Lead name" property to edit it no problem. 

 

Here is a step by step guide: Guide to Update Lead Name

 

You can also edit the properties that display in the "About this lead" section so that "Name" is more prominantly available to edit without the extra clicks. Here is how you can do that: Customize Previews

 

Let me know if you have any additional questions! Otherwise, if this resolved your questions, be sure to mark it as the solution for others. 

View solution in original post

2 Replies 2
JStreit1
Solution
Contributor | Elite Partner
Contributor | Elite Partner

Cannot change Lead Name

SOLVE

Hi Tim,

 

You can edit the Lead Name just like any other property, its just not as easily accessible without customizing what you have readily available. If you click on the Lead, and "actions" within the "About this lead" section of the preview card, you'll be able to "View all properties", then search for the "Lead name" property to edit it no problem. 

 

Here is a step by step guide: Guide to Update Lead Name

 

You can also edit the properties that display in the "About this lead" section so that "Name" is more prominantly available to edit without the extra clicks. Here is how you can do that: Customize Previews

 

Let me know if you have any additional questions! Otherwise, if this resolved your questions, be sure to mark it as the solution for others. 

TimWalsh
Participant

Cannot change Lead Name

SOLVE

Thank you. I think it would be helpful to be able to edit a lead by default by clicking in the attached section.

TimWalsh_0-1741720121438.png

 

In all other workspaces I am aware of within HubSpot, we can simply edit the title within the title section like so:

TimWalsh_1-1741720192567.png