Note
Italicized terms represent clickable icons on the specific screen being discussed.
Your Lead Type options may differ from this example as they can be customized by your management team.
Access - You 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
(B) Lead Type - Select the appropriate Lead Type. Note: Your Management team may have created slightly different Lead Type options than what appears here. For more information on creating custom Lead Types, click here.
(C) Save - Click to save your newly selected Lead Type.
