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.
