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How to Adjust Lead Source on Invoice?

edited Nov 22, 2019 10:27AM in CRM 1 comment

We have invoices that were not associated with a Lead source at the time the invoice was created. We did have a proposal and sales order. We want the "Sales by lead Source" report to be accurate so we wanted to go back and put the proper lead source in.

Even though we have updated the opportunity, proposal, sales order, etc for the invoice with the proper lead source,the invoice still shows in the "No Lead Source" portion of the report.

How do we have this report recognize that the lead source ha been specified.

Thanks,
Michael A. Davis

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