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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.
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 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 the Lead’s account.
Add New Phone Number
(E) Phone dropdown - Click to start the process.
(F) Add New - Click to access the Add New Number window.
- (G) Type dropdown - Click to select.
- (H) Number window - Click to enter the new number.
- (I) Confirm - Click to add the new number to the Lead’s account. Confirm becomes clickable once you enter 10 digits (No “1” before the area code) and select the Type.
- (J) Save - Click to apply changes to Lead’s account.
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.
