Edit a Marketing Source

A Marketing Source may be edited at any time.  However, keep in mind, if a change is made, this will affect all open and closed proposals where the original marketing source was used.

To edit a Marketing Source, from the main menu, arrive at the Marketing Sources setup with this path: Setup > Proposals > Marketing Sources.

The Marketing Sources list will be displayed.  Locate the record you want to edit, and then click on the Edit button.

The Edit Marketing Sources form will be displayed.  Make the necessary changes, and then click on the Save button when finished.

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