Edit or delete a lead type

Your organisation's referral sources may change over time. Lead types can be updated to reflect new categories or removed if no longer needed.

In this article we'll cover how to:

• edit a lead type.
• delete a lead type.

Only users with the correct permission can edit or delete a lead type. If you think you should have permission to perform such an action please contact the organisation owner.

Edit a lead type

• Navigate to Organisation settings. 
• Locate and click the Lead Types section of the settings. 
• Click the Edit icon text of the Lead Type you want to edit.

• Update the Lead Type as required. 
• Click Submit to save your changes.

Delete a lead type

• Locate and click the Lead Types section of the settings. 
• Locate the Delete iconon the Lead type you want to delete.

• Click the Delete icon.
• You'll be shown a warning message. 

• Click Delete to confirm and delete the lead type.

Warning: Once a lead type has been deleted this action cannot be undone. Please proceed with caution!