Settings > Contact Source Type

SETTINGS: CONTACT SOURCE TYPE (only available to account owner/admins)

  • It is important to know where your leads come from!  This setting allows you to setup a pre-determined list of sources that can be selected from a Contact/Property/Transaction record as well as
    • Select all the sources from our Master Contact Source Types that you use then click [Save]
    • Use the Add Custom Contact Source Types to add your own items to the list of available choices then click [Save].