There are two ways to assign a lead source to a contact. The first is from the Contacts page, while the second is from the Contact tab inside a property. We will go over each option, starting with the Contacts page.
Please Note:
It does not matter where you go to update the lead source, it will be the same for the contact. Sometimes, the changes you make on a global contact aren't the same as a property contact, but that's not the case here. What gets updated for the global contact will be the same as the property contact.
Assigning a Lead Source from the Contacts Page
Step 1:
Go to the Contacts page and click on the name of the contact you want to assign the lead source to.
Step 2:
You will automatically land on the Notes section in the center of the page. Choose Lead Source before selecting the corresponding source for that contact. The system will automatically save your selection.
Assigning a Lead Source from the Contact Tab Inside a Property
Step 1:
Go to the property you want to work on and select the Contact tab.
Step 2:
Find your contact and click Edit.
Step 3:
You will automatically land on the Personal Details page. Choose Lead Source from the top row before selecting the source the contact came from.
