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The purpose of this guide is to explain how to change the primary phone number associated with a Lead's record. It is vital to maintain accurate phone numbers for Leads to ensure they keep receiving Follow-up phone calls and texts.
Note
Italicized terms represent clickable icons on the specific screen being discussed
.
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 phone number.
(B) Update the number - Enter the new phone number. Note: The new number needs to be 10 digits (No “1” before the area code).
(C)
ExitClose the Editing Box - Click Enter on your keyboard or anywhere outside the box to close it.
(D)Save - Click to
apply changes to Lead’s account.
Add New Phone Number
Delete Secondary Number(s) - Note: A Lead’s primary number can’t be deleted.
- (K) Phone dropdown - Click to start the process.
- (L) Delete icon - Click to delete the specific number.
- (M)Save - Click to apply changes to Lead’s account.
save the updated phone number to the Lead's record.
