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How can I add or change the status of a mortgage on the lead activity page ?

Updated over 4 months ago

It's simple to update mortgage status of lead. Follow these steps:
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1. Click on the People page
2. Select the specific lead


3. On the lead activity page, go to the Custom Lead Data section on the left side
4. Find the Mortgage Status option and click the dropdown icon


5. Select the appropriate mortgage status


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For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.
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