How To: Update Prospect Information

Modified on Tue, 26 Aug at 11:42 AM

How To: Update Prospect Information

Made by Katie Neuman with Scribe



2. Click "Accounts"

3. Click "Prospects"

4. Click the "Search" field.

5. Type "jova"

6. Click "Jovanni Lopez"

7. Click "People"

8. Click "Update General Info"

9. Update all Required Information and Click "Save"

10. Click here.

11. Click "Edit Required Fields"

12. Click "Demographics"

13. Click "Rental History"

14. Click "Employment History"

15. Once all required information is updated then Click "Save"

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