How can we help you?

How can I change information about an existing Lead's guardian in Funnel?

If you would like to change or add information to an existing Lead's guardian, you can do so by searching for the Lead, clicking on their name to access the Lead detail page, and then selecting the Family tab. 





To edit information for an existing guardian, click the pen symbol on the right hand side.



Once you have made the required amendments select Save to store your changes.

Have more questions? Submit a request


Powered by Zendesk