How to Add / Edit Lead Sources

How to add and/or edit lead sources

  • Click on My Agency from the main menu
  • Click on Lead Sources
  • Click Add Lead Source
  • Click Save when done

Quick tip:  If a lead source is marked to be "excluded from sales", any sales metrics tagged with that specific lead source will not be reflected on your Dashboard. 

Please note, only those with account administration permissions will be able to make adjustments to the lead source list. 

Still have questions? Contact Support.

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