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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 dropdown to access your available options.


Select and Save - Your Lead Types may differ from this example as your management may have customized available options.

  • (B) Lead Type - Select the appropriate type.
  • (C) Save - Click to save your newly selected Lead Type.