Note
Italicized terms represent clickable icons on the specific screen being discussed.
Update the Lead's 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 Click their email located in the information ribbon along the top of the Lead card, click the email. The new address must include @.
(B) Save the address - Click Enter on your keyboard or anywhere outside the box.
(C) Save - Click to apply your changes to the Lead’s accountrecord.
Add a New Email Address to a Lead's Record
(D) Email dropdown - Click to see all the email address(s) currently saved to the Lead's record and start the process of adding a new one.
(E) Add New - Click to access the Add New Email window.
- (F) Address window - Enter the new email address. Note: The type dropdown cannot be changed.
- (G) Confirm - Click to add the new email to the Lead’s accountrecord. Confirm becomes clickable once you include @after you add the full email address.
- (H) Save - Click to apply your changes to the Lead’s accountrecord.
