Versions Compared

Old Version 6

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

compared with

New Version 7

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Step 1 -

Access

  • (A) Lead Type dropdown - From Inside the Lead Card, click the Lead Type (A) dropdown menu.


Step 2 - Select and Save

  • Choose the new Lead Type (B).
  • Click Save (C).

Note: Your Lead Types may differ from this example as your management may have customized options.