Lead Source August 28, 2022 18:08 Updated To access lead sources, click File -> Setup, then in the list on the left, scroll down and click Lead Source. This is used in the Buyer section of the deal. You can add new Lead Sources by clicking New in the top left of the window. To edit an existing source, double click it to open it’s details, make your changes, then Save. *Note – You cannot edit the values we have pre-defined. Related articles Inventory List Comments 0 comments Article is closed for comments.
This is used in the Buyer section of the deal. You can add new Lead Sources by clicking New in the top left of the window. To edit an existing source, double click it to open it’s details, make your changes, then Save. *Note – You cannot edit the values we have pre-defined.
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