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.


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


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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