We would like the lead source that is populated on the sales record / lead to auto-populate as the lead source after we have successfully converted that lead to an individual record / client.
As of right now, the lead source after converting to client is blank. This is an extra step for our agents to select the correct lead source from the drop down menu after converting to client, and hinders proper reporting of enrollments related to particular projects or marketing campaigns. Especially because we currently have forms, lead routing and workflows set up so that the lead source is already populated when the agent receives the lead.
We would like it to be that the agent never has to touch the lead source for an agency generated lead to ensure proper reporting. Thanks!