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Edit lead source on a delivered deal

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

Written by DriveCentric Support

Required Permission: Change Source

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

For changing deals to and from ILM (Internet), an additional Store Setting will need to be enabled. Expert Users from the store can reach out to the Customer Success team to have this enabled.

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