Update Lead Source Owner

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:20 AM by Kevin Schmidt - HCPro

The HubSpot form integration uses the Owner from the Lead Source record to auto-assign Leads to defined Sales Team members.


Go to Dynamics > AHIMA-Sales app

Navigate to Lead Source


Select the view Active Lead Sources

Click on an open space to launch the record


Click the X to remove the existing Owner


Begin to type the name and select the new Owner


Click Save and Close



You will the new Lead Source Owner will now be updated.

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