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How can I change information about an existing Lead's guardian in Funnel? link copied to clipboard. link sharing is on., anyone at digistorm with the link can view.

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 scrolling to the Guardians section on the left hand side. 

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

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When you click the symbol, a pop-up screen will appear, on which you can update the guardian's details.

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Enter all of the updated information, click 'Save' and the information will update immediately on the Lead detail page.

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