video1.0<iframe src="https://www.loom.com/embed/89000e090ff3422996ed81c99fb234e6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/89000e090ff3422996ed81c99fb234e6-e55b3d3d68bee012-full.jpg156.033333Hi, I am Chris, and in this video I show you how to manage contact data in Lead Center. There are two types of data, system data with built in fields, and custom fields you create. On the contact details page, I walk through the important info section, including key system fields, plus overview cards like Basic Info, Contact Cards, and Additional Info, and the family and Know Your Client areas. I also cover the Financials and FQ tab for income, expenses, assets, and liabilities. I do not ask you to take action, other than using the edit buttons and saving your changes.