This article will guide you through the process of changing a prospect's Lead Type.

Requirements - A Master Admin login or a staff type with the following permissions:

• Prospect Management: Can access prospect lookup

 

Changing A Prospect's Lead Type

To manually change a Lead Type, go to the Prospects tab to search and select your prospect. From the prospect summary page, select the edit pencil next to the Lead Type field.


 Select the desired lead type from the drop down menu.



Click Update to save your changes. 





Frequently Asked Questions:

What is a lead type? 

• A lead type is a way you can classify your leads so you can track and manage them more effectively.

Are lead types preset or can I add a new lead type? 

• You can add a new lead type with the appropriate permissions. Please see article - Add A New Prospect/ Lead Type to learn how.