Summary
Learn how to add, rename, and manage Sources used on appraisal and listing forms in Box+Dice
This article covers:
About sources in Box+Dice
Sources identify the origin of opportunity (e.g., referral, portal lead, brochure). The list is maintained centrally and appears on key transaction forms such as appraisals and listings, supporting pipeline analysis and vendor reporting across the sales lifecycle.
Why it matters
- Enables consistent reporting and forecasting across appraisal/listing workflows
- Keeps lead‑origin data standardised for buyer/vendor communication and management
Note: Managing sources is an administrative task; you need Admin access to the settings area.
Add a source
To add or edit the list:
- In the sidebar, go to: Settings
- Select CRM > Click Sources
- Click the blue + Add source button to create a new source value
- Click Save to add the item to the sources list
Tip: Keep source names short, unique, and intuitive (e.g., Referral, Portal - REA, Local Paper) to make filters and reports easier to use.
Rename an existing source
To rename an existing Source:
- In the sidebar, go to: Settings
- Select CRM > Click Sources
- Click its name in the list > Update the label
- Click Save
Confirm the new/updated source now appears when users select appraisal source (and listing source) on transaction forms.
Delete source names
Note: Sources are referenced on appraisal and listing records and are used in filters and reports for pipeline/forecasting, so removing a value can create gaps or orphaned data in those views. Proceed with care when deleting source names.
To delete a source name:
- In the sidebar, go to: Settings
- Select CRM > Click Sources
- Click its name in the list > Update the bin icon
- In the pop-up window, click OK to confirm
Safer options than deletion (recommended)
-
Rename the source to a deprecation label
- Example - Deprecated - use Referral. This keeps history intact and steers users to the correct choice
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Consolidate/merge behavior via data cleanup
- Export Appraisals/Listings grouped by Source, decide the canonical list, and bulk‑update records to the new values (your admin or MRI Support can advise on bulk‑update options)
- Once history is migrated, rename the old source to Deprecated or leave it for auditability
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Governance and guidance
- Publish a short naming standard (e.g., Referral, Portal - REA, Office Walk‑in) so teams select the same value consistently