To add additional guardians to an existing lead, search for their name and navigate to their lead detail page. Next, click the family tab above the lead details area.


To add a guardian to the existing family, click the +add button on the right-hand side. Then, a new guardian pop-up will appear.


Once you've populated the information related to the new guardian, click save and the information will update on the lead detail page immediately.

Remember if they are a split family you can also add a new family group to a lead by scrolling to the bottom of the page and selecting the add button.

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