Adding a Spouse

This field is dedicated to the Spouse of your client and their personal information

To edit or input the "Spouse" info:

1- First you will need to access your contact's profile. To do this locate your "Contacts" tab in your LionDesk navigation bar

2- Search for the contact that you want in your contact table.

3- Click on the contact's name to access their profile

4- Click the green pencil next to "Spouse Info"; a window will open

2- Fill out the information for the spouse

3- Click "Save Data"

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.