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. 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.
Add New Phone Number
(E) Phone dropdown - Click to start the process.
(F) Add New - Click to access the Add New Number window.
- (G) Type dropdown - Click to select.
- (H) Number window - Click to enter the new number.
- (I) Confirm - Click to add the new number to the Lead’s account. Confirm becomes clickable once you enter 10 digits (No “1” before the area code) and select the Type.
- (J) Save - Click to apply changes to Lead’s account.
Delete Secondary Number(s) - Note: A Lead’s primary number can’t be deleted.
(K) Phone dropdown - Click to start the process.
- (L) Delete icon - Click to delete the specific number.
- (M) Save - Click to apply changes to Lead’s account.
