RealtyBackOffice allows you to register the Source of each Lead or Contact you upload to the system. Once you add a Source to the system, it can be auto-populated. Also, if you add a Source to a Lead or Contact record, you can utilize the filters to narrow the Lead or Contacts by Source. Only the Super Admin can manage the People Source module in General Settings.

To Manage the People Sources, the Super Admin needs to go to  Menu > Settings > General Settings > People Sources. There the Super Admin can either rename or delete the source.


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

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