How Do I Change / Edit a Source Category?

You may have a source category that you previously created and want to change the name of it. You may want to change it to make it more specific. For example lets say you have a Source "Open House" but you want to change it to "Open House - Mississauga".

Login to your CRM

Click on the Settings tab and then Sources in the drop-down menu.

Click Edit beside the Source category you would like to change.

Enter in the new name and click on Save.

You will now see that the new name has been saved.

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