How Tos

• Merging Duplicate Contacts in the Com Portal
• How to Generate a Sunlight Financial Soft Quote
• How to Send a Sunlight Financial Pre-Qual Link via the Com Portal
• How to Close a Lead in the Com Portal
• How to Add Multiple Contacts to the Same Household
• How to Add a Nickname to a Contact
• How to Save an Image, PDF, or Other Attachment to a Lead's File (for Internal View Only)
• How to View Archived Conversations
• How to Archive a Conversation
• How to Listen to a Phone Call Recording or Voicemail
• How to Flow Your PSAI Leads into the LISA Admin
• How to Send an Email Through the Com Portal
• How to Send an Image, PDF, or Other Attachment to a Lead
• How to Reopen or Reassign a Closed Lead
• How to Assign a Lead in the Com Portal
• How to Edit a Lead's Contact Information
• How to Send an SMS Message to an Existing Lead
• How to Create a Custom Lead Source
• How to Share a Contact with External Users
• How to Export Your Leads from the Com Portal
• How to Send a Weather Report to Any Lead
• How to Manually Add a New Contact to the Com Portal