Did you accidentally choose the wrong initial method of inquiry when you created a new prospect profile? Don't worry! We have a way to fix it!
- Navigate to the Prospect Profile with the wrong initial method of inquiry.
- Click Activity.
- Click on the Initial Inquiry Activity, this will be denoted by a small red question mark.
- Click the Type value. Change it to the correct type and click the blue check mark button to save your changes.
- Click the Description value. Change the description to correspond with the new Initial Inquiry type and click the blue check mark button to save your changes.