web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Field Service forum / Change/Update Original...
Field Service forum

Change/Update Original Lead Source for Contacts

(0) ShareShare
ReportReport
Posted on by

Hi,

I am working on updating to proper lead sources in our CRM. The "Original Lead source" was set as "optional." After our sales team has then converted them to contacts with opportunities I need to be able to now update so we can track what the proper original lead source was.  I know this field in contacts is dependent on the original lead source and carried over so many are blank since nothing was selected. Most with a source selected were incorrect which I need to clean up too.

So far I am not able to find a way to edit the now blank (or incorrect lead sources) for these contacts. 

What steps must I take to be able to fix this mess.

Thank you!

Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Field Service

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans