Note
Italicized terms represent clickable icons on the specific screen being discussed.
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.
