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5. Adding a Lead Source
5. Adding a Lead Source

How to add a lead source to a contact or prospect.

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Written by Support
Updated over 3 years ago

Lead sources are exceptionally useful in tracking where your leads come from. This data can be mission-critical for tracking marketing ROI and understanding which channels deliver the most revenue. In this article, you will learn how to quickly edit a Lead Source in your contacts and leads.

Add a Lead source to a Contact

1. Click 'Edit' on your contact's view record

2. Go to ' Source' and select the desired source from the dropdown menu.

Managing and adding new Lead sources

1. Click 'App Settings' on the left-hand side 2. Click 'Leads'. 3. Click 'New Lead source' on the right-hand side.

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