Before You Begin
You must have Administrator permissions in your Dazos CRM instance
Your CTM integration must already be configured and functioning
Understand that making this field read-only will prevent all manual editing by users
Steps
Contact Dazos Support
Since field permissions are managed at the backend level, you'll need to submit a support request to make the Lead Source field read-only.Specify Your Request
When contacting support, clearly state: "Please make the Lead Source field read-only to prevent manual modifications that overwrite CTM attribution data."Provide Context
Explain that you want to maintain accurate lead source attribution from CTM while preventing your admissions team from manually updating these values.Wait for Confirmation
Support will confirm when the field has been set to read-only status.
Verification / Expected Result
After the change is implemented:
Users will no longer be able to manually edit the Lead Source field
CTM will continue to automatically populate and update lead source information
Lead source attribution data will remain accurate and consistent
The field will appear grayed out or disabled in the CRM interface
Important Notes
💡 Tip: This change helps maintain data integrity by ensuring that lead source attribution reflects the actual marketing channels that generated leads, rather than manual modifications.
⚠️ Note: If you need to make emergency updates to lead source data after implementing this change, you'll need to contact support to temporarily enable editing permissions.
Related Resources
How to Disable CTM Lead Source and Campaign Source Automatic Mapping
Troubleshooting CTM Updates Overwriting Lead Fields (CRM)
How to Map Webform Fields From CTM to Dazos (CRM)