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How can I add a new guardian to an existing Lead in Funnel?

If you wish to add additional guardians to an existing Lead in Funnel, you can do so by searching the Lead's name, clicking on it to access the Lead detail page, and then navigating to the 'Family' tab. 

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To add a guardian to the existing Lead, click the '+Add' button on the right-hand side. A 'New Guardian' pop-up will appear.

 

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Once you've populated all of the information related to the new guardian, click 'Save' and the information will update on the Lead detail page immediately.

 

Remember if they are a split family you can also Add a new Family group to a lead by scrolling to the bottom of the page and selecting the Add button. 

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