You can quickly and easily change a Lead Source on a Contacts record or the Property record.
This article includes:
Changing a Lead Source on a Contacts record
- Click Contacts on the main toolbar
- Select the relevant contact from Recent & Favourite Contacts
- Alternatively, find the contact using the Search Contacts bar in the top right
- Click Contact on the side menu
- Click the Lead Source dropdown menu and select the required source type
- Click Save
Changing a Lead Source on a Property record
You can only change a Lead Source on a Property record before a market appraisal has been carried out. Once the market appraisal has taken place, the Lead Source cannot be changed.
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Appraisal on the side menu
- Click Book Appointment under the Pre-Appraisal tab
- If an Appointment already existed but was cancelled, click Re-Schedule
- Click the Lead Source dropdown menu and select the required source type
- Click Save