Opportunity Sources are part of the RBO CRM settings and they let you know when an opportunity/lead originated from. To edit or add opportunity sources, go to Menu > Settings > Admin App Settings > Company/Office Settings > Opportunity Sources. On this settings page, you will see the default RBO opportunity sources. You can drag and drop the arrows to the left of the opportunity source names if you would like to organize the order in which they show in the opportunity source selection dropdown when creating an opportunity.

If you would like to add your own opportunity sources, you can click on Add Opportunity Source on the upper left corner. If you would like to delete, edit the name or make an opportunity source inactive, simply click on the three vertical dots to the right of the opportunity source.

If you have any questions, please feel free to email us at support@realtybackoffice.com or call us at (305) 517-3836.

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