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.


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

Additionally, 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 who is set as the Primary guardian within a family use the more action dots alongside the guardian name, then select Set as Primary as shown below.

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