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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 the 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 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 changes to Lead’s account.


Add a New Email Address

  • (D) Email dropdown - Click to start the process.

  • (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 account. Confirm becomes clickable once you include @.
  • (H) Save - Click to apply changes to Lead’s account.


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