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Leads change as you learn more. Maybe you got the homeowner’s email, fixed a typo in the address, or found out there’s a second decision-maker. You can update any of those details and add more contacts right from the lead’s page.

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Open the lead

1

Find the lead

Go to Leads, then click the lead you want. This opens the lead summary with its Contact Details, Property Details, and Lead Information.
2

Click Edit

Each section — Contact Details, Property Details, and Lead Information — has an Edit button. Click any of them to open the Edit Lead form with everything already filled in.
The Edit buttons only appear if your role can change leads. If you don’t see them, ask an Ops Manager or Admin to make the change, or to adjust your access.

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Update the details

The Edit Lead form looks just like the create form, with the lead’s current information loaded in. Change whatever you need:
  • Contact name, phone, email, and relationship in the Contact Details section.
  • The property Address — retype it and pick the new match from the suggestions. Add an apartment, suite, or unit number in the optional Address line 2.
  • Confidence Level, Lead source, and Lead notes in the Additional Details section.
When you’re finished, click Update Lead. You’ll see a Lead updated successfully confirmation and the summary refreshes with your changes.

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Add a secondary contact

A lead can have more than one contact — handy when there’s a spouse, a tenant, or a property manager involved alongside the main point of contact.
1

Open the lead for editing

From the lead summary, click Edit on the Contact Details section.
2

Click Add Contact

Under the existing contact, press Add Contact. A new contact card appears, numbered Contact 2, Contact 3, and so on.
3

Fill in the new contact

Enter the First Name, Last Name, Phone, Email, and Relationship to Property for the additional person.
4

Pick the primary contact

Each contact card has a Primary Contact switch. Turn it on for whichever person is your main point of contact — only one can be primary at a time. The primary contact is the one shown at the top of the lead and used when scheduling.
5

Save

Click Update Lead to save all contacts at once.
To remove a contact, click the delete icon on its card. If that contact was copied in from an existing client, you’ll get a quick Remove contact? confirmation first — just to make sure it was on purpose.

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What’s next

Set source and referral

Record where the lead came from and capture referral details when the source asks for them.

Qualify the lead

Assign the branch, coordinator, salesperson, status, and tags.