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.
Ensure you are on the [Contact Details] tab
Click the blue pencil Edit icon beside [Contact Source] or [Contact Stage]
A pop-up window will open
To Add a Contact Source or Stage
Click the + icon
Type in the name of the new Contact Stage or Source
Click the Save icon
To Edit a Contact Source or Stage
Click the blue pencil icon beside the Contact Stage or Source you want to change
Edit the text
Click the Save icon
To Delete a Contact Source or Stage
Click the delete icon
A pop-up will display asking if you are sure you want to delete
Click [Confirm]
NOTE:
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?