A source can be recorded in several areas.

You can add a source when creating or editing an appraisal via the Appraisal Source dropdown menu.

 

Or when editing a listing under the Listing Information section.

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A source can also be added to a Buyer lead via the Source dropdown menu.

 

To customise the list of available Appraisal/Listing/Buyer Lead sources, go to Settings > CRM > Sources.

To add a new Source, click the '+ Add source' button.


Select an existing Source to edit the name, or delete it.

 

Note: A source cannot be deleted once it has been applied to an appraisal or listing.