Modify lead generated by technician on job edit. What entry is required on where lead came from?

[FrankTRBraun]

Trying to track technician leads from scheduled jobs. was able to select technician, but would not accept job number entry?

[FrankTRBraun]

Thank you

[JessicaSmith]

Confirm that tech is assigned to that job/you haven't made a typo in the job number!

[FrankTRBraun]

Technician was assigned to a MSP assignment and recommended sales contact customer. Estimate was made and job created. However, was able to enter technician that gave lead, but could not enter source of lead. Tried MSP job number and tech name but nothing worked. This was in edit mode of the job created from estimate.

[JessicaSmith · Accepted solution]

OH! The lead info goes on the sales job that was assigned. The sold estimate will still be linked to the original job by the system, you don't have to do anything manually.