Lead Source Groups Update

Article sections

    The update process of a Lead Source Group is as follows:

    Navigation: Menu > Search for the Lead Source Group App > Listview > Select the Lead Source Group > Edit (Pencil Icon)

    If user wants to update the already existing Lead Source Group details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.

    Edit Lead Source Group

    Field name Description
    Source Group By default the system shows the Lead Source Group name; if user wants to change it, enter the new name of the Source group in the field
    Description User can comment or enter short notes about the Lead Source Group

    Apply the required changes and click on Save.

    in Lead Source Groups
    Table of Contents