Where to Find and Customize Lead Sources

To

Add a

Lead Source

1. Go to Admin > Lead Properties > Lead Sources
2. Select New Lead Source from the Admin Links menu
3. In the Lead Source window, enter a Name (required) and Description (optional) Select the Sort Order (where you would like to the Lead source to appear in the Lead Source list)
4. Select to Show
5. Click Save

To Edit or Hide

a Lead Source

Lead Sources can be hidden from available options in the drop-down box, but cannot be deleted because they are tied to reporting.

1. Highlight the Lead Source you wish to change
2. Click Edit
3. You can change the Description, Sort Order or click Hide if you do not want this to be an available option.

System Lead Sources

System Lead Sources are linked to various features within the InTouch application and therefore can't be changed.