Fix a source's name, or remove one you no longer use.
2 minutes · Owner
Rename a source
1
Open Settings, choose Sale Config, and press Manage on the Source Type tile.
2
Open the source's ⋯ menu and choose Rename.
3
Type the new name and press Enter.
Every sale, lead and month of spend under the source carries the new name. If a vendor's files still use the old spelling, add it under Manage aliases… so later uploads land on the same source.
Delete a source
1
Open the source's ⋯ menu and choose Delete.
2
Keep Reassign to another type selected and pick the source its sales move to.
3
Read the line under the list. It counts the sales, leads and spend that move.
4
Press Delete.
A source that still has leads or spend can only be reassigned, so its leads and spend stay with a vendor.
Merge or turn off a source
Merge into... moves a source's sales, leads and spend to the source you pick, then removes it.
Turn off hides a source from the sale form and the filters. Past sales keep it. It waits under Turned off until you choose Turn on.