Medium field
The Medium field can be used to indicate which channel a lead used to get in contact with your organisation. This can be things such as Website, Telephone, or Email for example.
Select the settings cog at the top right of the page.
Select General Settings.
Click on the Accounts tab along the top of the page and then Medium from the sub-menu.
This displays a list of all of the Mediums available to you. To delete an existing Medium simply select the red Delete button at the end of the corresponding row.
Select Add medium.
Type in the medium under the Name field and select Add medium.
This field can be used along with the Medium widget . This can allow you to easily see on the dashboard which channel is producing the most leads.
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How to create a Medium
Select the settings cog at the top right of the page.
Select General Settings.
Click on the Accounts tab along the top of the page and then Medium from the sub-menu.
This displays a list of all of the Mediums available to you. To delete an existing Medium simply select the red Delete button at the end of the corresponding row.
Select Add medium.
Type in the medium under the Name field and select Add medium.
This field can be used along with the Medium widget . This can allow you to easily see on the dashboard which channel is producing the most leads.
Was this article helpful? Let us know by rating the article below!
Updated on: 07/09/2020
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