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How do I Create Custom Lead Sources?
Lead Sources can help you track where your new leads are coming from.
To update existing Lead Sources or create new ones:
- Click on your profile icon or initials in the top right corner.
- Select Settings from the drop-down menu.
- Under the Settings menu on the left, open the Lead Source tab.
To add a new Lead Source, click the blue +Add lead source button.
Type in the name of the source (i.e. Google Reviews) and hit +Save.
Back on the main page of the Lead Source tab, you can also:
- Edit the names of your sources.
- Hide a Lead Source to ensure that new Contacts cannot be associated with it.
- These hidden sources will still be visible on the Sales tab in your Insights dashboard.
- Delete a Lead Source to remove it from your account entirely, including reports.
- You cannot delete a source that is currently associated with any Contact.