How to Add, Edit, and Delete Contact Sources in UPilot?

Contact sources in UPilot is a field available by default in UPilot CRM in the contacts section. You can select Contact Sources from a drop down list in any person or company.

The Contact Sources help you define the source where you got the contact from. This can help you further segment your contacts and create targeted lists using the filters in the contacts section.

Adding contact sources

1. Go to the Settings (Gear icon on top-right) > Manage Fields > Contact Fields
   
2. Go to Description > Click on the ‘edit icon‘
3. Click on ‘Add new contact source’ at the bottom of the popup to add a new source in the list.
4. Enter the Source name as required
5. Click on ‘Create‘

Editing contact sources

You can easily edit existing contact sources in UPilot. Here are the steps:

1. Go to the Settings (Gear icon on top-right) > Manage Fields > Contact Fields
2. Go to Description > Click on the ‘edit icon‘
3. From the contact source list you can click on the little ‘edit icon’ to edit the current source
4. Click on the ‘save icon’ to save your changes.

Deleting contact sources

To delete a Contact Source from the list, you can do so in the following manner:

1. Go to the Settings (Gear icon on top-right) > Manage Fields > Contact Fields
   
2. Go to Description > Click on the ‘edit icon‘
3. Click on the ‘trash icon’ next to the contact source you wish to delete
4. Select ‘Delete’ from the pop-up notification.