Leadsource in UMR

Added Lead Source option to Update My Records

DATE ADDED: 04/01/2019

  • Added the option to have a Lead Source question in an Update My Records Form. This field integrates with the client record. When a client is filling out a form for an appointment, having them enter how they found out about your business via the Lead Source option allows you to store and pull that data in Envision Cloud. 
    • Create/Edit Templates > Pencil icon to edit form > Green Plus icon under Question Section > Leadsource Answer 


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