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.