How can I change the Source for a Contact?

This article will show you how to change the source for a Contact from the Contact Details page.

On the Contact Card which can be found on the left side, you will find the contact card.

1. Click on the Activity tab (This will be the defaulted tab),

2. Click on the pencil icon next to the Source:

3. After clicking on the pencil icon, you will see a popup where you can enter in the new Source name.

4. Start typing the name of the source. The list of saved Sources in the system will appear that you can select from or if you enter a new name it will save in the system. Click the blue check-box once you have selected or entered in the Source name. 

And select from the drop-down the Source you wish to change too.

5. Now the new source will be shown on both the Contact Details page and the Contact Listing page.