Set a customer's lead source
set_customer_sourceSet or change a customer's lead source so you can track how they found the business. The source is stored on the customer and applies to all their booked jobs.
Instructions
Set or change how a customer found the business (their lead source). The source is stored on the customer, not on individual jobs, and every job they book counts toward it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| sourceName | Yes | One of the account's existing lead sources (see `jobSources` from get_business_context, or get_reference_data with types=job_sources). | |
| customerName | Yes | Name of the customer. |