Managing lead sources is crucial to keep your account organized. Simply remove and reassign lead sources in Follow Up Boss with a couple of clicks. 

How to Delete a Lead Source

Note: Only owner and admin users can delete lead sources. 

1. Go to Reporting > Lead Sources 

2. Adjust the filters in the upper right-hand corner to Everyone, All Leads, and All Time (to view all lead sources)

3. Scroll down to the desired Lead Source > click Delete on the far right-hand side

4. Select another lead source to Reassign existing people to > Delete Lead Source 

That's it! Follow Up Boss will reassign existing people to the new lead source while removing the old lead source in the background. This may take a few minutes depending on the number of people assigned to the deleted lead source; however, you don't need to wait for the process to finish as you can navigate away from the screen. 

How can I create a new lead source? 

Check out Manually Add a Lead Source Name for step-by-step instructions on creating new lead sources.