Questions 1: Is it possible to automatically update the lead source from "Marketing" to "Existing Customer" after 3 months?
Currently, the system does not support automatic updates to change the lead source from "Marketing" to "Existing Customer" after three months.
However, you can manually update the customer relationship or group classification based on time by applying appropriate filtering and configuration settings.
Step-by-step Instructions:
Step 1: Filter customers based on creation date
Navigate to: Search → Customer
Use the Customer Created Date filter.
Enter the desired time range (e.g., customers created more than 3 months ago).
Click Search to view results.
Step 2: Update the lead source
Select the customers you wish to update.
(Tip: You can increase the number of records displayed per page to select more customers at once.)
Click Lead Source → Select the new lead source (e.g., "Existing Customer").
Step 3: Confirm the update
Choose one of the following options:
