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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 to access editing options and enter the new email address. 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) Type dropdown - Click to select.
  • (G) Address window - Click to enter the new email address. 
  • (H) Confirm - Click to add the new email to the Lead’s account. Confirm becomes clickable once you include @.
  • (I) Save - Click to apply changes to Lead’s account.



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