Info Request-Edit existing Referred by options
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Information Request Setup : Referred by options setup : Edit existing Referred by options
Edit existing Referred by options
1. |
Click Setup in the left-hand navigation bar |
2. |
Click Consumer “Referred by” Options in the Information Request area |
3. |
Click the name of the desired Referred by option in the Name/Title column that you wish to edit. |
4. |
Make the desired changes. |
5. |
Click Save Changes and then click Referral Types List to return to the list of Referred by options. |
Caution: Consumer requests that contain a Referred by option that is now removed, will no longer display that option in the Lead Management reports.
