Ability to edit Sources | Feature Requests

Ability to edit Sources

Stephen Aten

It would be nice to have the ability to edit sources on particular types. For example having the ability to change Source only on Showroom types. 
This helps when a sales Advisor adds customer into CRM as a Showroom type and mistakenly selects wrong source. Management could go back in and edit to the correct source. 
Why only Showroom? Because this is the only opportunity that is always manually added into the CRM.

Stephen Aten

Thanks.

Shelby Parker

Thanks for posting this, Stephen Aten — really appreciate the detailed context. Totally hear you on how frustrating it is when a Showroom opportunity gets created manually with the wrong Source and there’s no clean way for management to correct it after the fact. I’m sharing this with the team for review, and if we need any extra details (like who should be allowed to edit Source, or whether it should be limited strictly to Showroom types), I’ll follow up.