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Updating a Lead Type

Owned by Patrick Hauser (Unlicensed)
Last updated: Jun 14, 2023
2 min read

 

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This guide explains where to locate a Lead Type and how to make adjustments. Lead Types may need to be updated throughout the life of the Lead. For example, a Lead can initially be created as an Inquiry and will need to be updated to a Reservation when they want to reserve a unit.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Access - Note: Before you can update a Lead Type, you'll first need to access the specific Lead Card. Click here to learn how to do that.

  • (A) Lead Type dropdown - From inside the Lead Card, click the dropdown to access your available Lead Type 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 how system administrators can create custom Lead Types, click here.

  • (C) Save - Click to save your newly selected Lead Type and close the Lead Card.