How to Edit or Duplicate Prospect

Sometimes you have the right phone number but the wrong name, or you find a better number for the owner. You can fix this from the icons at the top right of the prospect's page.

Resources

→ Prospect Action Buttons - Verified, DNC, Priority, Qualified, and Wrong Number

Edit the name

1. On the prospect's page, click the pencil icon (Edit info).
2. Update the first and last name and click Edit.

Duplicate the prospect

Use this when you have another number or more details for the owner.

1. On the prospect's page, click the Duplicate icon.
2. In Clone Prospect, update the name, add the phone number and check the address and campaign.
3. Click Clone. You're taken to the new prospect's page, where you can message the right person.

Found the owner?

If you're confident the new number belongs to the owner, click Verified on their page. The other numbers on the property become non-owners.

Questions? Email support@leadsherpa.com.