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Edit lead source on a delivered deal
Edit lead source on a delivered deal

Changing the source type or source description on a delivered deal.

Genius avatar
Written by Genius
Updated over a year ago

Required Permission: Modify Source

To modify the source type and description on a delivered deal open the customer deal card and click on the Deals tab.

Select the delivered deal that needs modification and click the pencil icon next to the source type and description. Select a new source type and/or description and click save.

 Delivered deals with a source type of ILM cannot be modified.
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