Sources Overview

Sources help you keep track of where your clients are coming from.

Customize your Sources to match the things you do to bring in business.

1. Hover over Settings, click Sources.

2. Click Add Source to create your custom Source.

3. Add your Source Name and the Details (optional) of the Source. Click Save.

4. When editing a contact record, use the Source drop down to add your contact's Source. Save your changes.