Creating Sources

View Full Sized Article

Entering sources allows for better tracking and reporting, so you can get the most out of your contacts (especially the leads you are paying for!)

When adding sources, consider how you would like to search for them later. You will want your sources to be as specific as you would like to narrow them down to.

To add or edit sources:

1. Navigate to Administration > Lead Sources (Underneath the "Segmentation Settings" header.)
2. Click +Add New Lead Sources to add new sources. You can add multiple at a time by entering them on separate lines in the text box.
3. To edit an existing source, click next to the source. Click the Check Mark on the Right side of the source to save.

To delete a source, click th.