Lead sources allow you to understand how your potential clients find you and determine which lead sources are the most valuable for you. Users can specify a lead source per client profile and for individual activites (e.g. phone calls).
Open the administration interface
The administration interface may not be available to all users. Certain users may also have restricted access to only certain features. If the below steps are not applicable to you, please consult your administrator.
Click on the ⚙️Admin button in the main menu.
In the Clients section, click Lead Sources.
Creating a lead source
Click on the ➕New button and choose a name, then press 💾Save.
Updating a lead source
Using your mouse, hover above the entry you wish to update and click on it.
Deleting a lead source
Using your mouse, hover above the entry you wish to delete and click on the red 🗑️ button.