- Open the lead and find About this carrier.
- Choose + Add a phone, email or officer.
- Pick Phone, Email or Officer, type the number, address or name, and choose Add.
It is listed under the carrier’s own, marked added by and the name of whoever added it. An added number has Call, Text and Copy; an added email has Copy and Email. They follow your choice for Call, Text and Email on your profile.
Your workspace alone sees what you add. It is never written to the carrier’s public record, and no other agency working the same carrier sees it.
What can be added
- A phone number must be one that can be dialled.
- An email must be an address.
- An officer is a name.
Nothing already on the lead can be added again, whether it came from the carrier’s record or from a teammate. Up to 20 of each can be added to one lead.
Who can add and remove
The lead’s owner and a Manager. Every addition and removal is listed in the lead’s history.
To remove one
Use Remove beside it and confirm. Only added entries can be removed; the carrier’s own stay.
Something missing, or a way this page could work better for you? In the product, open Help and choose Suggest a feature. We read every suggestion.