lead source on existing customers
K
Keith Wills
We would like to be able to change the lead source whether they purchased a vehicle or not. This is mentioned in different ways below by others...asking for the same thing.
Shelby Parker
Hey Keith Wills — thanks for raising this. Totally hear you on wanting to update lead source even after a customer record exists. To make sure we’re solving it the right way, can you share a bit more about (1) when you typically need to change it (e.g., incorrect source at creation vs a customer coming back through a new campaign/multiple touchpoints), (2) whether updating the lead source should replace the original value or if you need to preserve the original and also capture a new/most recent source, and (3) how you’d expect reporting/attribution to behave after the change (should historical reports recalculate, or should only future activity roll up under the updated source)?