The setting allows you to add, edit, or delete Lead Sources from your System. These Sources can be used when you create a Lead or edit a Job, and will ultimately allow users to run the Lead Sources Report, which will show you how those Lead Sources are performing.
Requires Location or Administrator Role to access this area.
Click your name at the top right and choose Account Settings.
Expand Manage Leads/Contacts and choose Lead Source.
Lead Source
Active/Inactive List Toggle. This will show Lead Sources that are currently available for selection (Active) and Lead Sources that are not available for selection (Inactive).
+Add Another. Enter the name of your Lead Source and select Save.
Active/Inactive Source Toggle. This will turn on availability for a single Lead Source (if the orange box is checked), or turn off availability (if the orange box in unchecked). Inactive Lead Sources cannot be seen or selected by other users, but can still be displayed in Reports.
Edit/Delete. When Edit is selected, enter the new name and choose Save. Delete is only available if that Lead Source is not being used. This will permanently remove this Lead Source from the List.
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