How to Change the Application Tied to a Lead

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...

1. Select and edit the lead record in question. 
2. 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)
   
3. Click Change Application Form.
   
4. Select the desired application from the Application Multi-Page Form drop-down menu. Click Change Application Form and you are done!