EZTip: Did you know you can add custom lead sources?

Lead sources are a great way to track where your leads are coming from! You can create custom lead sources to track new ways that you have started receiving leads.

Another great thing about the lead source field is you can run reports to see how many leads are being generated from each source and use this as a way to create incentive programs.

If you are an admin then you can access this feature by going to Settings > Manage Lead Sources and then selecting “Add Lead Source” in the upper right hand corner.

To attach a new lead source to a prospect or customer simply go to the Lead Info tab on the prospect and click the “Edit” button in the lower right hand corner, this will produce a drop-down menu for the Lead Source field and allow you to make a change. Make sure to save your changes and now you can run a report!

Note: Articles older than March 2020 may no longer be relevant

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