Note
Italicized terms represent clickable icons on the specific screen being discussed.
Access - You will first need to access the specific Lead card.
- (A) Lead Type dropdown - From Inside the Lead Card, click the Lead Type (A) dropdown menudropdown to access your available options.
Select and Save
- Choose the new Lead Type (B).
- Click Save (C).
- Your Lead Types may differ from this example as your management may have customized options.
- (B) Lead Type - Click the appropriate selection.
- (C) Save - Click to save your newly selected Lead Type.
