When creating a contact profile on the Unit List, the Unit Number auto-fills from the Business Info tab in Preferences. To update multiple profiles, filter consultants, select them, click Update Unit Number, enter the new Unit Number, and confirm. The process updates the selected profiles and shows a confirmation pop-up. Re-importing from the company website is another update option.
- From the Consultant drop-down on the Filter sidebar of the Unit List, locate and view the desired consultants.
- Select the checkbox next to each consultant or select the checkbox column header to select all.
- From the Unit List toolbar, select
Update, then choose 
Unit Number. - Enter the new information in the Unit Number field of the Update Unit Number pop-up form.
- Select OK to update the profiles.
- When the process is finished, select OK on the Profiles Updated pop-up, which confirms the number of profiles that were updated.