Installation Company ERP / CRM


How To Reassign Lead Sources & Lead Sub-Sources

To Do This:

  1. In the Main Menu, head to Admin and select ‘Manage Lead Sources’.
  2. Click the white arrow and select the new Lead Source you’d like to assign using the dropdown list. Select ‘Reassign’ once complete.
  3. Please also note that if you transfer the Leads at Source Level this will not include the Lead Sub Source information which would be lost. If your existing leads have sub-sources set these will be unset.
  4. Lead Sub-Sources can also be reassigned. From here you can bulk reassign any leads with a particular lead source and sub source to another lead source and sub source.

Thank you for watching our how-to video on How To Reassign Lead Sources & Lead Sub-Sources, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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