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FAQ ID # 67
Last Update : 2015/04/12
Rating : Not Rated
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Question / Issue
How do I delete Lead Sources from the program for all locations?

Answer / Solution

To delete Lead Sources:

NOTE: You must have Agency Admin access to make this change.

  1. Go to the Gear menu and select Preferences.
  2. Click on the Agency option.
  3. Select Lead Sources.
  4. Click on Delete to remove the Lead Source that you want to remove.
  5. Once you have deleted all of your lead sources, click on the Save button on bottom of the screen.

Related FAQs
How do I customize the Lead Source menu options?

Direct Link to This FAQ
http://www.itcdataservices.com/support/CMPWFAQ/?f=67

Tags
Delete lead sources

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