How do I mark a Contact as a Lead?

How do I mark a Contact as a Lead?

Navigating to your Contacts page: 

Go to Connections > Contacts.
Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.


Marking “Lead” status:

Select a contact entry


Click on the “Preferences” tab. 


Click on the “Lead” checkbox and then click “Save”.
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