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Sometimes Lead email addresses need to be updated due to typos or the need to replace placeholder email addresses that were created with the Lead. This guide explains how to update a Lead's primary email address and add additional email addresses to their record.
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 insideClick 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. When you've finished editing their email, click (B) anywhere outside it to continue.
(C)Save -
ClickClick to apply your changes to the Lead’s
accountrecord.
Add a New Email Address to a Lead's Record
(D)Email dropdown -
Click toClick 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
NewEmail 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 accountclose the Add Email window. 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.
