Deal Source | Feature Requests

Deal Source

Shefa Khairullah

Please let BDC & Managers change Raw Internet Leads source to a customer one we have made. Right now it just shows as a raw lead that we can't change the source of. But if we were to make a new lead from scratch ourselves, we can retroactively change the lead source to different think.

Shelby Parker

Thanks for flagging this, Shefa Khairullah — totally hear you on the workflow friction here. Just to make sure we’re understanding correctly: you’re seeing that Raw Internet Leads come in with a fixed source that BDC/Managers can’t edit, but if you create a lead manually you

can

retroactively change the lead source to one of your custom options — is that right? We’re sharing this with the team to review and will follow up if we need any extra details.