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How can I manage my Contact Source and Contact Stage lists?

You can add, edit, or delete Contact Sources or Contact Stages while adding a new contact, or in a any contact record.  Any edits to the lists will be available for all contacts.
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  1. Ensure you are on the [Contact Details] tab

  2. Click the blue pencil Edit icon beside [Contact Source] or [Contact Stage]

  3. A pop-up window will open

To Add a Contact Source or Stage
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  1. Click the + icon

  2. Type in the name of the new Contact Stage or Source

  3. Click the Save icon

To Edit a Contact Source or Stage
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  1. Click the blue pencil icon beside the Contact Stage or Source you want to change

  2. Edit the text

  3. Click the Save icon

To Delete a Contact Source or Stage
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  1. Click the delete icon 

  2. A pop-up will display asking if you are sure you want to delete

  3. Click [Confirm]

NOTE:
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  • If you click to delete a Contact Source and you have Contacts assigned with that Source, the system will redirect you to Mass Update the affected Contacts and re-assign a new Contact Source to them.

  • After you have re-assigned the Contacts, you will then be able to delete the Contact Source.

Related articles:
​What is a Contact Stage?
​What is a Contact Source?

Related Articles
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