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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 Primary Phone Number - Note: If the Lead is also a tenant, their primary phone number can’t be updated.

  • (A) Edit the number - From inside the Lead card, click the number.


  • (B) Update the number - Enter the new phone number. The new number needs to be 10 digits (No “1” before the area code).
  • (C) Exit Editing - Click Enter on your keyboard or anywhere outside the box.


  • (D) Save - Click to apply changes to the Lead’s account.