To change or add information to an existing lead's guardian, search for the lead, click on their name, and then select the family tab.

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Next, click the pen symbol on the right-hand side to edit the guardian details shown in the default fields.

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Once you've made the required changes, select save to store your changes.

Each family needs a Primary guardian set. This is indicated by the purple Primary tag under the relevant guardian name. If you need to change the Primary guardian within a family, use the more action dots alongside the guardian name, then select Set as Primary as shown below.

If you need to update any of the guardian fields not set as a default field, select the three quick action dots then select See Full Details. This will bring up a searchable list of all the fields for you to view and edit.

Learn how to update lead information

Learn how to set lead or guardian default properties

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