STEP 1 - Access
Go to Settings > Lead Sources.
STEP 2 - Creating a New Source
Click the green button "Add Lead Source".
A window will open for you to enter the name of the Source. After that, click "Add Lead Source" to confirm the creation.
STEP 3 - Managing Sources
Once created, you can delete sources as needed by clicking the trash bin icon.
STEP 4 - Viewing Reports
Access the Performance Report to see the number of quotes sold by lead source. This way, you can better organize your marketing investments.
Go to Reports > Performance > Quotes Sold by Lead Source.
If you still have questions, please contact support or reach out via WhatsApp.