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Changes for page Create Lead Source

Last modified by Isaac Mejia on 2026/01/14 22:11
From version 11.1
edited by Isaac Mejia
on 2026/01/14 17:46
Change comment: There is no comment for this version
To version 12.1
edited by Isaac Mejia
on 2026/01/14 22:11
Change comment: There is no comment for this version

Summary

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5 5  This tool is used to see how your leads heard about your business.
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7 -image:kb-1487602164-1487471017-1.png
7 +[[image:kb-1487602164-1487471017-1.png]]
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9 9  You have the ability to create a **Lead Source** as well as **Sub Sources**. You might want to use sub sources to track all your social media in 1 source but then create sub sources to break it down into Facebook, Twitter, Instagram, Yelp etc.
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14 14  
15 15  * Select **Lead Source**
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17 -* Select** Add Source**
17 +* Select** Add Source**
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19 -image:kb-1487602164-1487471023-1.png
19 +[[image:Screenshot 2026-01-14 at 5.10.32 PM.png]]
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21 21  * **Name **your lead source
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31 31  * You can either select **Save and Exit** or **Add Sub Source** (for example: a lead source can be Social Media and a sub source would be Facebook)
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33 -image:kb-1487602164-1487471029-1.png
33 +[[image:kb-1487602164-1487471029-1.png]]
34 34  Next you can setup the mandatory fields you require during registration of new leads and members as well as creating lead capture widgets for websites.
35 35  
36 36  {{include reference="KBSupportCTA.WebHome"/}}
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Screenshot 2026-01-14 at 5.10.32 PM.png
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