Adding Contact Lead Sources

Lead Source is the channel that brings your clients or vendors to your website, social media, etc for the first time.

Step 1:

From the dashboard screen, hover your mouse over the hammer icon and click Filters.

Step 2:

Select Contact Lead Sources. In the name box, type the name you want to add to your lead source and click Create Lead Source.

To edit a lead source, click the name you want to update and hit enter from your keyboard to save the changes.

A Lead Source can be deleted by clicking the 🗑 icon.

Type in the word "Delete" and click on the DELETE button. Please be aware that this action cannot be undone so be careful with what you delete.