Here's how to create custom Lead Sources:
In the top navigation bar, select the Admin tab.
On the Admin page, select the Companies tile, then choose a company from the list.
On the selected company’s page, select the Lead Source tile to navigate to the Lead Source page.
On the Lead Source page, click the Add Lead Source button to create a new Lead Source.
A modal pop-up will appear. Enter the Lead Source name, then click Save. Your new Lead Source will now appear in the table.
To edit an existing Lead Source, click the Pencil icon. To delete a Lead Source, click the Trash icon.
After adding the Lead Source, it will be visible to users under the selected company.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.
- 90-Day Sales Support