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Capture & Manage Leads

Lead Sources

Learn how to create and understand your lead sources.

Written By Isaac Buchanan

Last updated 4 days ago

Lead Sources

On every lead capture or account creation form, there is a "how did you hear about us?" question that is mandatory. This enables you to capture the lead source and report on it later to work out your best marketing channels to focus on.

You have complete control over your lead sources and you can edit this list at any time.

To manage your lead sources:

  1. Navigate to Leads

  2. Click + Add Lead

  3. From the "Select Source" dropdown click Create Lead Source

You can also remove existing lead sources but please note they will not be removed from existing leads in your system.

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