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 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) Exit Editing - Click Enter on your keyboard or anywhere outside the box.
- (D) Save - Click to apply changes to the Lead’s account.
