If you’ve gathered additional contact information about a lead and you want to add it to their profile

You can update

  • the leads name
  • their email address,
  • their home address
  • and the leads telephone number.

Step 1: - Open the Profile

  • Locate leads in which you wish to communicate with
  • Click on a Lead's Name in Vision
  • Search for a Lead
  • Click on the Lead Name to Open the Profile

Step 2: Edit the Lead Contact info

  • Click edit lead

Step 3: - Save

  • Once you’ve added the information that you have, just click this button to save the information to their profile.