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Set lead and guardian snapshot fields

Your lead and guardian personal information section should show fields most important to you.

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over a week ago

You can customise the personal details snapshot area for both the lead and guardians. To select the fields you'd like to see displayed here, navigate to your Funnel settings. Select either Lead snapshot fields or Guardian snapshot fields to make your edits, including drag and dropping to reorder, move a field to the bottom, remove a field or manage fields to add new fields to your snapshot.

When the manage fields button is selected a modal will appear on the right of your screen. Here you can select your field options, using the checkbox to activate or deactivate a field from the snapshot area.

Once you select save, this will be the live view straight away across your Funnel system.

To do this same process for guardians, Guardian snapshot fields from the navigation panel on the left and repeat the same steps.

Note: Setting these default properties will change the view for all users in your account.

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