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How can I add to the list of Lead Source for Contacts?

Last updated by Richard Orr on January 26, 2021 11:20

Lead source allows you to distinguish how you received the contact information from the customer whether this was a referral, a meeting at a trade show or whether it came from your Web Form for example. 

If you would like to add more options to list of Lead Sources in the system all you have to do is... 

Add new Lead Sources via Settings > Leads > Custom Lead Sources > Add

Your Lead Sources will then show when you add new contacts and you can choose which Lead Source you want to apply.

To access Settings click on the cog wheel in the top-right of your screen.

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