On occasion, you may need to change the application tied to a lead. This could be for a few reasons but the most common is the need to release an individual lead an application without an application fee. If you do need to change the application for a lead, here are the steps to follow.
From the Leads table...
- Select and edit the lead record in question.
- Scroll down to the Inquiry and Application related tab. If you have an application for this lead already skip to step #3.
PRO TIP! If you need to create the application still, click on Click Here to Send Online Application, then proceed to step #3.
(Right-click and "Open image in new tab" to enlarge)
- Click Change Application Form.
- Select the desired application from the Application Multi-Page Form drop-down menu. Click Change Application Form and you are done!