How Do I Create Custom Lead Sources?

Learn how to customize your Lead Sources to help you better understand where your leads are being generated.

Creating and Updating Lead Sources

• Click on your profile icon or initials in the top right corner.
• Select Settings from the dropdown menu.
• Under the Admin Settings menu on the left, open the Lead Source tab.

To add a new Lead Source, click the blue + Add lead source button in the top right corner of the screen.

Type in the name of the source (i.e. Google Reviews) and select +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.