- On the left navigation, click Leads & Contacts > Lead Management > Lead Sources.
- On the left side of the page, check the box next to the the source you want to edit.
- At the top of the page, click the pen and paper icon (updated selected).
- A pop up appears.
- Update the following:
- Set as Default - Check this box as the default lead source for leads with an undefined source.
- Source Name
- Welcome Email - Click Select email to choose an email that welcomes your leads.
- Assign to User - Use the dropdown assign the lead to a selected user. Choosing this option disables any lead assignment routing.
- Assign Email Campaign
- Share with Users
- Group
- Click Submit when finished.
