ChapterBuilder - How to upload a Lead profile picture
ChapterBuilder allows users to add pictures for the Leads on their lists. To add an image to a Lead's profile, simply follow the steps below.
Find the Lead on the Lead list (navigate there by clicking "Lead List ") and click on them (this will take you to their profile).
Click on the red “Actions” button (see screenshot below)
Click “Update Info”
Once you select that you will see the option to “choose file:’ click it.
Then select the image you would like to upload
Related Articles
ChapterBuilder - How to add information fields to a Lead profile
Information fields allow users to add stats or quick information to a Lead's profile. To add new information or a new field to a Lead's profile, follow these steps. Navigate to the Lead list (located on the left-side navigation bar, entitled "Lead ...ChapterBuilder - How to bulk upload/import Leads
If you need/want to create more than one Lead by uploading their information follow these steps. Click on the dropdown arrow next to + New Lead (see screenshot) Select “Import Leads” There you can download a template you can fill out with Lead's ...ChapterBuilder - How to email a Lead through ChapterBuilder
Note, you must be an Admin to access the email feature in ChapterBuilder. Additionally, it's only available on the paid versions of ChapterBuilder. To email a Lead through ChapterBuilder, follow these steps: Navigate to the Lead's profile (go to ...ChapterBuilder - How to delete a Lead
If you want to delete a Lead from your ChapterBuilder account here are the steps. Note, there are two ways. The first way is to delete a Lead from the Lead list. Click the “Lead List” tab on the left side of the screen. Find the Lead(s) you would ...ChapterBuilder - How to text a Lead
Note, you must have a ChapterBuilder phone number setup to be able to send messages. The only users that have access to the communication features are admin. To text a Lead from ChapterBuilder, follow these steps Navigate to the “Message” tab located ...