Purpose:
Our Top Tier data providers collect information and within a click of a button you are able to request more info if need be.  The more you connect with your leads the more you will learn about them.  You are able to update this information manually within the person's profile.

1. Locate and click on the 'People' drop down menu from the header.

2. Click on 'Search'.  You will be directed to the 'Lead Dashboard' from here.

3. Locate and click on the 'Keyword' search bar on the left-hand side.

4. Enter in either the last name of the person, email, last 4 digits of the phone number, or the address.

5. Click on the person's name once they populate from the search.

6. Locate the 'Overview' module on the left-hand side in the person's profile.

7. Click on the gear icon to the top right of the module.

8. Select the option 'Edit Profile'.

From here you are able to edit the following information:

  • First name and last name
  • Primary email and other email
  • Phone and mobile number
  • Company website
  • Addresses 1 and 2
  • City, state, and zipcode
  • Facebook, Twitter, and Linkedin

Thank you for reading this article. We hope we were able to help!

Search Terms: Editing, edit, changing, change, modifying, modify, person, remove, removing, delete, deleting.

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