The update process of a Lead Source is as follows:
Navigation: Menu > Search for the Lead Sources App > Listview > Select the Lead Source > Edit (Pencil Icon)
If user wants to update the already existing Lead Source details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Lead Source
Field name | Description |
Source Name | By default system shows the existing name of the Lead Source, if user wants to change it, enter the name of the Lead Source |
Source Group | By default system shows the Lead Source Group name, if user wants to change it, select the Source group name from the drop-down list |
Description | User can comment or enter short notes about the Lead Source |
Apply the required changes and click on Save.