How do I create a new lead source?

To learn how to create a new lead source, follow along with the step-by-step instructions below. In order to do this, you will need to have admin access.

Step 1: Start by going to your navigation panel and select Office Settings.


Step 2: Choose Lead Source from the list on the left side. This will take you to the page that shows all of your lead sources in your system.
Step 3: Click on the plus icon in the upper right corner to create a new lead source.


Step 4: Create a new name for your lead source that is not already being used.
Step 5: Click on Create Lead Source to save your work.