Add Sources to track where your business is coming from

Sources are designed to help you track what you do that brings you the most business. Customize your Sources to match the things you do to bring in business.

Go to Settings, then Click Sources

Go to Settings, then Click Sources

Click New Source to create your custom Source.

Click New Source to create your custom Source.

Add your Source Name and the Details of the Source. Click Save.

Add your Source Name and the Details of the Source.  Click Save.

On a contact record, use the Source drop down to add your contact's Source.

On a contact record, use the Source drop down to add your contact's Source.