FAQ ID # 68
Last Update : 2015/04/12
Rating : Not Rated
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Question / Issue
How do I edit a Lead Source for all locations in the program?

Answer / Solution

To edit a Lead Source for all agency locations:

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 option.
  4. Click on Edit on the same line as the description (on the left side of the box). 
  5. Type in the new description for your Lead Source in the Edit Lead Source box that comes up, then click on OK.
  6. Once you've edited the Lead Sources you needed to, click on the Save button on the bottom of the screen. 

Related FAQs
How do I customize the Lead Source menu options?
How do I delete Lead Sources from the program for all locations?

Direct Link to This FAQ

Edit Lead Sources changes

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