Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

HOME 

+1.888.437.8243

Lead Sources

Lead sources represent your advertising campaigns. They should answer the question: How did you hear about us?


 

Where to Find and Customize Lead Sources

To add a new 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 an existing 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.
  • No labels