Sources of leads
The Source field can be very useful to help you designate where different leads heard about your organisation. It can help you discern successful advertising campaigns, frequently used channels, as well as areas that perhaps aren't utilised.
Select the settings cog at the top right of the page.
Select General settings.
Click on the Accounts tab then select Source from the sub-menu.
Here you can see a list of the sources you've created. Select Add source.
Simply type in the name of the source you would like to add. For further customisation you can select an existing source to nominate it as a Parent source.
Once completed select Add source.
Sources can be used when filtering events and can be used in various reporting tools.
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Adding a Source
Select the settings cog at the top right of the page.
Select General settings.
Click on the Accounts tab then select Source from the sub-menu.
Here you can see a list of the sources you've created. Select Add source.
Simply type in the name of the source you would like to add. For further customisation you can select an existing source to nominate it as a Parent source.
Once completed select Add source.
Sources can be used when filtering events and can be used in various reporting tools.
Was this article helpful? Let us know by rating the article below!
Updated on: 29/06/2020
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