FAQ ID # 69
Last Update : 2015/04/12
Rating : Not Rated
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Question / Issue
How do I set a default for a certain Lead Source on quotes?

Answer / Solution

Lead Source default setting:

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 Default next to the one that you want defaulted.
  5. You will then see the highlight bar move to your selection.
  6. To close this screen, 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?
How do I edit a Lead Source for all locations in the program?

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Lead Source default setting on quote

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