new souce

[christine10]

Shiree,

To begin at the beginning, how do I create "add" a new source, I forgot

christine remax

[Shirree]

Every time you manually add an individual or even import bulk contacts, you have the option to type in a new source in the space provided next to the 'source' field. If you want to change an existing clients source, then just select another one or type in a new one and update the customer profile page - it will save the new source definition you typed into the source list