When editing or adding an individual profile, you have the option to indicate how the individual reached your organization using the Record Source drop-down list. Options for the Record Source drop-down menu may be added in CRM Setup.
Use the Record Source later as a Price Qualifier to offer a special price to a select group of individuals.
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Hover over the Edit
action
icon. Click Edit Name
and Address in the drop-down menu.
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The Edit Personal Information form appears. Locate the Personal Information section.
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Select an record source from the Record Source drop-down list.
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Click Save.