How do I change a Lead Source?
The ability to change a lead source is an option listed in your club settings. It allows for either all staff or no staff to have the ability to change a lead source.
How this feature works:
- Enable this feature for your club under Admin > Club.
- Click Edit
- Change the Lead Source setting from "Cannot be changed" to "Can be changed"
- Staff will need to log out and back in for the change to take effect.
- Find a lead and click on its name
- Click the Lead tab on the left
- Use the drop-down box by Lead Source to change it.