Lead Record: Addresses Box

Lead Record:  Addresses box

1. Options:  The user can combine the addresses


2. Eyeball next to options button: Allows the user to see all inactive addresses.


3. Pencil: User can edit the address.


4. Clipboard: User can copy cleans to a clipboard to past in a document or email.


5. Zillow eyeball: Takes the user to Zillow to view any pertinent information such as square footage, bedrooms, bathrooms, and photos.


6. Plus: Add a new Address.  (Do not override the current address with the new address.  Always add a new address.)

Adding A New Address

1. Choose address type. If there is currently a primary address in the lead file, this selection will not be available.  The user must select one of the other options.  Once the


2. Input the name or description of this house of this house. e., Mother’s house


3. Fill in the address information.


4. Click the validate address button to ensure the new location is within the owned territory.


5. Click Save.

Inactivating an Old Address

To inactivate an address, it cannot be the Primary address.  First add in the new address and save.  Then open the new address by clicking on the pencil.  The user will then click the Make primary button and save. 

1. Open the address that should be inactivated and verify that it is not the primary address.  The Make Primary box will be bright blue.


2. Uncheck the active box.


3. Save.