Question / Issue |
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How do I edit a Lead Source for all locations in the program? |
Answer / Solution |
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To edit a Lead Source for all agency locations:
NOTE: You must have Agency Admin access to make this change.
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Go to the Gear menu and select Preferences.
- Click on the Agency option.
- Select Lead Sources option.
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Click on Edit on the same line as the description (on the left side of the box).
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Type in the new description for your Lead Source in the Edit Lead Source box that comes up, then click on OK.
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Once you've edited the Lead Sources you needed to, click on the Save button on the bottom of the screen.
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