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Migrating Your Data to Pabau
How to Delete a Marketing Source
This article covers how to delete a marketing source in Pabau.
Step 1: Navigate to Setup
Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page in the left sidebar menu. Under the Marketing & Communication section, you will find Marketing Sources.
Step 2: Delete Marketing Source
Locate the marketing source that you would like to delete.
After clicking the source, a window will pop up where you can edit or delete the marketing source.
Selecting the Delete button will prompt you to confirm if you want to delete the source permanently. Clicking "Yes, Delete" will finalize the action.
NOTE: When you delete a marketing source, it will no longer be available as an option when selecting a "Referred By" field for clients. Additionally, the deleted marketing source will be removed from all clients' "Referred By" fields where it was previously added, and these fields will be left empty.
By following these steps, you can delete an existing marketing source in Pabau.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.