Search Knowledge Base Articles

Add Lead Sources

You will always need a way to know from where you got the lead.

  • Go to Setup -> Leads -> Sources and add new source depending on your needs.
  • To setup default lead source navigate to Setup->Settings->Leads and chose Default Source.

You can assign a source per lead and you will know from where your leads coming and from where you have the most leads converted to clients when generating report.

The default lead source is used to auto populate the source field when creating new lead, each time you add new lead this source will be auto selected.

Did you find this article useful?


Related Articles

  • Leads email integration
    Leads email integration is powerful BLUE CRM feature who allow you to integrate leads from your email address. You can set up email forwarder&nbs...
  • Add Lead Statuses
    You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup ->...
  • Convert Lead to a Customer or Opportunity
    Convert Lead to a Customer or Opportunity Click on the lead and wait for the modal to be opened, on the top button click Convert to Client or Conve...
  • Assign lead to staff member
    Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have ...
  • Lead Activity Log
    To track lead activity open a lead and click on the Activity log tab. All important actions will be saved as activity log for this lead. When activi...