Modify records before sending to your CRM


Learn where and how to edit the record before sending it to your CRM. 


The pencil icon.

After running your stream and the results are shown on the panel, look for a pencil icon as shown in the screenshot below. 


After clicking the pencil icon all of the fields are editable. Feel free to modify any data based on your preference. Once done, simply click on the Pencil icon again.