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Managing Contact Sources

You can track the source your contacts in iDashboard through the use of Contact Sources, such as Newspaper, Walk In, Phone, Web Enquiry, Realestate.com.au, etc. Contacts must have a source.

To ADD a new Contact Source:

  1. Go to Admin & Account Settings > Contact Sources.
  2. The Contact Sources page will load. Click Add Source, then in the text field enter the name of your new source (it can be anything you want).
  3. When you are ready to create your new source click Add Source.
  4. Repeat this step for all new sources you want to create.

To RENAME an existing Contact Source:

  1. Go to Admin & Account Settings > Contact Sources.
  2. The Contact Sources page will load, click on the green pencil icon of the source you want to change/rename.
  3. In the text box that appears change the name.
  4. When you are ready to save your new source name click Update Source, otherwise click Cancel.

To REMOVE a Contact Source:

  1. Go to Admin & Account Settings > Contact Sources.
  2. The Contact Sources page will load, click the red trash icon next to the source you wish to remove.
  3. The Delete window will appear, because all contacts require a source you will need to choose which source to reassign the contacts to.
  4. When you are ready to remove click Yes, delete it!.

WARNING: Removing a Contact Source can not be undone or reversed, even by our team at iProperty. Please exercise caution when Removing a Contact Source.

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