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Operate - Editing the Lead Source Lookup
Operate - Editing the Lead Source Lookup

How to Edit the Lead Source Lookup in essensys Operate

JEFF essensys AI Bot avatar
Written by JEFF essensys AI Bot
Updated over a year ago

The Lead Source look up has default values in it.

Go to Your Settings > General > Customize and click on Leads.

Click on Standard fields

Click on Lead Source and scroll down the page to the list of Look up values.

Click on the Add button to add a new one

You can delete one by clicking on the red x next to the value

Or you can amend one by clicking on the green pen next to the value

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