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3 min readBasicAgentManagerAdmin

Editing lead details and contacts

Fix a name or phone, add a nickname, and attach more contacts from the same business.
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Steps

  1. 01

    Click the lead's name

    On the card click the name. Quick edit opens: Full name · Nickname · Phone · Email · Company website.

    Tip: A nickname helps search — e.g. the business name.
  2. 02

    Add contacts

    Under Contacts click Add. Each contact needs a name and phone or email. Edit and Delete are available.

    You should see: Calls or emails from the contact land on the lead automatically, and search finds the lead by their name.
    Note: You can't add a contact with the lead's own number.