Managing Lead Sources
Each account created in VenueOps is required to have a lead source assigned. This article will walk you through updating the lead sources that are available to be set.
- Click your name in the upper-left.
- Click System Admin.
- Click list Misc on the left.
- Click Lead Sources.
- Click the blue-circled edit edit icon to open the Edit Lead Sources slider.
- In the slider, you can:
- Click a name field to update a lead source's name.
- Click + Add Lead Source to add a new lead source.
- Click the delete remove icon next to a lead source to remove it.
If you remove a lead source, any accounts with that lead source will still have it. You are able to filter by the removed lead source on the accounts pages to find those accounts and update them, if needed.
- When you are done updating your lead sources, click Save.