DripJobs Help Center

Adding Internal Lead Sources

The following will explain how to add internal lead sources in your App Settings for internal tracking.

Written by Chloe Hunter

Updated over a week ago

1. Click on "Company Settings"

Click on "Company Settings"

2. Click on "App Settings"

Click on "App Settings"

3. Here, the Internal Lead Source Box is Displayed

Here, the Internal Lead Source Box is Displayed

4. Type Your Internal Lead Source

Type Your Internal Lead Source

5. Click Enter/Return on Your Device to Add the Internal Lead Source

Click Enter/Return on Your Device to Add the Internal Lead Source

6. Remember, Click on "Save" at the Bottom

Remember, Click on "Save" at the Bottom

Where Does the Lead Source Populate?

1. Click on "Sales Pipeline"

Click on Sales Pipeline

2. Click on "New Lead"

Click on "New Lead"

3. In the New Lead Box, You Can Add the Internal Lead Source

In the New Lead Box, You Can Add the Internal Lead Source

4. The Deal Card Will Display the Lead Source

The Deal Card Will Display the Lead Source

5. And the Metrics Will Track Your Internal Lead Sources

And the Metrics Will Track Your Internal Lead Sources...

6. Internal Lead Source On Display in the Metrics

Internal Lead Source Metric On Display:

7. However, It Will Not Display on the Booking Form as an Option, as This Is for Internal Tracking Purposes

However, It Will Not Display on the Booking Form as an Option, as This Is for Internal Tracking Purposes

If you have any questions or if you need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.