Let's Apply Sources To Contacts
Never worry about remembering where your contact from again because applying your sources to contact records is simple to do.
Objectives
In this support article, you will learn step-by-step how to apply sources to contact records.
Video
We have created a short video to show you how to apply sources to contact records.
Don't have time to watch the full video? Follow our step-by-step instructions below.
Steps
1. Log in to your account. Click on Contacts located at the top of your dashboard menu.
2. You will be directed to your contact management system. Click on the name of who you want to apply a source to.
3. You will be directed to that contact's record. Your default details tab is found at the top center of the Contact Record's page:
4. The Source field is found on the Details tab, click on the Edit button:
5. Click on the drop-down and choose the Source, and click on Save Records to save your changes.
Thank You!
We appreciate you taking the time to learn how to apply sources to contacts! For questions, contact us at support@reiblackbook.com.