Editing Type of Responsibility and Financially Responsible Options from a Lead Record

By BigSIS Support Staff

After logging into V2...

Go to the Leads Table > Edit lead.
Edit a related contact tied to the family.
Go to Families tab > hover over the Family > click Edit Family.
This will take you to a list of family members where you can edit the Type of responsibility and Financially Responsible? options. Click Save when you are done.