Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Update the Primary Email Address - Note: If the Lead is also a tenant, their primary email can’t be updated.
- (A) Edit the email address - From inside the Lead card, click the email to access editing options . (B) Update the address - Enter the and enter the new email address. The new address must include @include @.
- (CB) Save the address - Click Enter on your keyboard or anywhere outside the box.
- (DC)Save - Click to apply changes to Lead’s account.
