Click here to access this guide as a PDF: Enerflo-Guide_Admins-How-to-Edit-Your-Lead-Sources-in-Enerflo.pdf
STEP 1
Navigate to Lead Source Settings
Navigate to Your Roles > then Sales Company > then Company Settings.
In the General Settings section, click Edit Lead Sources in the top-right corner.
STEP 2
Add a New Lead Source
Click the blue plus (+) button to create a new entry.
A new text field will appear below the existing list—enter the name of the new lead source.
Click Save to apply your changes.
STEP 3
Remove a Lead Source
To delete an existing lead source, click the trash can icon next to it.
STEP 4
Set a Default Lead Source
To set a default, check the Default box next to the lead source you want to make the default option.
STEP 5
Don’t forget to Save your changes. Click the blue Save Sources button.