AllClients Knowledge BaseAllClients Knowledge BaseUsing AllClients CustomizationAdd Sources to track where your business is coming from

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

Click Add Source to create your custom Source.

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

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