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Customer > Leads & Customers
Add or Edit Customer Lead Sources
Modified on: Wed, 08 Jun , 2022 | 04:55 PM
- Click Admin on the main navigation and select Customer.
- Click on Lead Sources.
- To add a new lead source, click Add New.
- Select a Lead Source Category from the drop down. Enter the Lead Source Name and add a description.
- Click Submit to save!
- To edit a lead source, click on the gear icon associated with the record you want to update.
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