Question / Issue |
|
How do I customize the Lead Source menu options? |
Answer / Solution |
|
You must be an Admin to customize lead source options.
- At the upper right, hover over your name and select Preferences.
- At the left, click Agency.
- Select Lead Sources.
Edit or Delete any of the existing lead sources, if you'd like.
- To add a new lead source, select Click here to add a new lead source, enter the new Lead Source, then click OK.
-
To make any lead source option the default, click it's Default link.
-
When finished, click Save at bottom of page and the options will be applied to all locations.
|