HIDE MANUAL AS A LEAD SOURCE AND MAKE LEAD SOURCE FIELD REQUIRED FOR MANUALLY CREATED PROSPECTS - 2/11/21

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HIDE MANUAL AS A LEAD SOURCE AND MAKE LEAD SOURCE FIELD REQUIRED FOR MANUALLY CREATED PROSPECTS - 2/11/21

When agents manually create a guest card, selecting the lead source is now required and will no longer default to manual. As a best practice, agents should ask the prospect how they learned about the Essex Community and select the closest option. This will help the Essex marketing team in determining where to allocate marketing dollars to maximize interest in the community.


Last updated:
February 09, 2021