Adding and Editing a Leads Fields

Modified on Tue, Mar 12, 2024 at 3:53 PM

Overview

In this article, we will review how to add and edit a prospect or a resident.

Adding a New Prospect or Resident

Step 1: Click Add New in the upper right. and click on Prospect

Step 2: Fill out the Prospect form and click Add.

Step 3: Tap Save to create the individual
Editing a Prospect or Resident

Step 1: Navigate to the prospect profile you would like to edit.

Step 2: Click on the value of the field you like to edit (Anything underlined with a blue dashed line can be edited). Step 3: Enter the information and click the blue check mark button to save any changes.

Clear a field's value

Text Field

Step 1: Navigate to the prospect profile you would like to edit and click into the field you would like to clear data from.

Step 2: For a text field, click the small grey "x" to the right or press your backspace/delete key to clear the text and click the blue check mark button to save.

Drop Down Field

For a drop down, click the small grey "x" to the right and click the blue check mark button to save. If the drop down is a custom field, you will select the blank value at the top of the list.

FAQ's

What if I don't know the Prospect's name?

We recommend using the relationship and last name of the contact as a place holder in the mean time. (ex: Friend Brown as the prospect)

What if I don't see the drop down option I am needing?

Please reach out to your system admin to discuss adding the drop down option.