๐ŸŽฅ Customizing Your Lead Sources

Video Tutorial: Customize your lead sources

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

Curious to know how your clients are finding you? Customize and manage your lead sources by adding them into your lead settings so you can easily track how your leads are finding you.
To get started, head on over to the Sales tab to access your Lead Manager and follow these easy steps!

  1. Click on the black Actions button toward the top right of your screen.

  2. Select the Manage Lead Settings option from the drop down menu, which will take you to the Lead Settings page within your business settings.

  3. Scroll down to the Lead Sources section, then click on the gold Manage Lead Sources button.ย 

  4. To add your first Lead Source, click on the gold + Add New and then type in your lead source.

You can add as many lead sources as needed to help you effectively track where your leads are coming from.ย We'll walk you through these steps in this short video below!

*Please note: Some of the screens shown in this video have been updated and may look a little different, but we think you'll still find the information in this tutorial super helpful!

Pro Tip: While the steps above are a shortcut to your lead settings, you can also click into your business settings (by clicking on the cog icon toward the top right of your account) to access all your lead settings.

Need ideas to help you get started?

Your answers to these questions below will help you get started on your custom list of lead sources:ย 

Where are you advertising or promoting your services? ย 
Are you on any preferred vendor lists?
Are you active on social media, such as instagram or pinterest?

Additionally, you'll also want to include some basic lead sources, such as "internet search" or "google search," ย as well as "referral" or "word of mouth."
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