Configure: How to Edit Lead Source

Modified on Tue, 5 Dec, 2017 at 2:50 PM

Step 1. Navigate to Lead Source List

Navigate to the Company Detail by clicking Profile - Configure. Choose the List Tab and Select "Lead Source

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Step 2: Edit

Delete: When you delete an item from this list all records with that value will be set to empty

Edit: When editing an item on this list all records with that value will be updated

Reassign: When editing an item on this list and make it equal to another item on this list all records with the former value will be updated and the list items will be grouped together.

Lead Source: The specific designation from where a lead source came from (i.e. referral, cold call, email, etc.)

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Lead Group: Lead sources can be grouped together in a Lead Group for a broader reporting capability (i.e. lead sources could be Partner A, Partner B, Partner C; Lead group would be an umbrella group "Partners")

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