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How to manage contact information for prospects
How to manage contact information for prospects

Easily add names, phone numbers, email addresses and more to each prospect record.

Joe Salowitz avatar
Written by Joe Salowitz
Updated over a week ago

Save homeowner's contact data when you're out in the field! You can easily add contact information to any prospect - like the Homeowner Name, their Email Address, or Phone Number.

How to add contact information to a prospect:

  1. Select a Prospect: On the map view of the app, select a prospect in your Lead Scout app.

  2. View Contact Info: if you have a name applied to the prospect, that shows up at the top of the prospect card. Scroll down to see all the contact information.

  3. Edit Contact Info: Tap "Edit" on the contact card to edit the primary occupants name, email address, and phone numbers.

  4. Save: Don't forget to save your changes!

Pro tip: use homeowner names before you knock to start with a more friendly introduction. When you introduce yourself, use the homeowner name you see in the app: "Hi are you Gary?" goes a long way to breaking the ice.

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