How to Create and Manage Lead Sources

In this video, you'll learn how to create and manage Lead Sources.

To get started, go to the CRM and choose Lead Source from the dropdown. 

Look at an existing lead source. For example, we have one for Facebook. The named is filled in but not the rest of the fields. 

What fields you fill in will depend on what you want to track going forward. For example, if I want to report that shows the cost per lead by a vendor, by medium, then I need to capture that information. 

You will probably want to put a description. Especially because otherwise over time you may forget the context. 

You may not need categories at first, but as you acquire more lead sources, you may want to organize them in categories so they are easy to find. 

Notice the “is Active” checkbox. You use this when you no longer want to use a Lead Source. But why not just delete it? 

Let’s say you used to have Twitter as a Lead Source but you no longer want to use it. But you have records that have Twitter a Lead Source. To keep your records historically accurate and yet stop using a Lead Source going forward, you just uncheck this box. 

If you want to create your own Lead Source, you click on “Add Lead Source” and fill in that same information. When you have it how you want it, click “save.” 

If you at some point you want to add Lead Source categories, go to CRM and click on Lead Source Categories. Put a title and description and save, quick and easy. 

To get started go to the CRM and choose Lead Source from the dropdown. 

Look at an existing lead source. For example, we have one for Facebook. The named is filled in but not the rest of the fields. 

What fields you fill in will depend on what you want to track going forward. For example, if I want to report that shows the cost per lead by a vendor, by medium, then I need to capture that information. 

You will probably want to put a description. Especially because otherwise over time you may forget the context. 

You may not need categories at first, but as you acquire more lead sources, you may want to organize them in categories so they are easy to find. 

Notice the “is Active” checkbox. You use this when you no longer want to use a Lead Source. But why not just delete it? 

Let’s say you used to have Twitter as a Lead Source but you no longer want to use it. But you have records that have Twitter a Lead Source. To keep your records historically accurate and yet stop using a Lead Source going forward, you just uncheck this box. 

If you want to create your own Lead Source, you click on “Add Lead Source” and fill in that same information. When you have it how you want it, click “save.” 

If you at some point you want to add Lead Source categories, go to CRM and click on Lead Source Categories. Put a title and description and save, quick and easy.