Skip to main content

How do I add a new Lead Source?

Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

< All Topics

Adding a new Referral Source can be done within the Leads’s settings.

Go first to the Leads Module and once there, click on the “gear” icon, which is located at the top right corner of the screen, right below your name.

Once in the Lead settings, scroll down to the section “Custom Data”. There is a chart with 2 tabs: “Lead/Customer>Stage” and “Lead/Customer>Referral Source”. Click on the Lead/Customer>Referral Source and then click on “Add Custom Entry +” to add another referral source.

Just enter the name of the Source as desired and click on the blue Save button.

Was this article helpful?
4.5 out of 5 stars

1 rating

5 Stars 0%
4 Stars 100%
3 Stars 0%
2 Stars 0%
1 Stars 0%
5
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.