Follow the steps below in adding a home to a contact.
1. Search for the customer using the Global Search Magnifying glass on the left.
* Note Click the Green + icon if adding a contact
- Search Results on the top half of the page are leads in the system that have not yet been actioned
- Search Results on the bottom half of the page are active contacts in the system
2. Click the name of the desired result, then click the Add Home Button
3. Add Address, square feet and year built then Click Save.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article