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.
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) Close the Editing Box - Click Enter on your keyboard or anywhere outside the box to close it.
- (D) Save - Click to save the updated phone number to the Lead's record.
