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Changes for page Create Lead Source

Last modified by Isaac Mejia on 2026/01/14 22:11
From version 12.1
edited by Isaac Mejia
on 2026/01/14 22:11
Change comment: There is no comment for this version
To version 10.1
edited by Isaac Mejia
on 2025/12/15 16:19
Change comment: There is no comment for this version

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2 2  
3 3  = Create Lead Source =
4 4  
5 +{{info}}KB: MSI Knowledgebase • Category: Lead Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-lead-source_1487602164>>https://membersolutions-9221154.hs-sites.com/kb/create-lead-source_1487602164]]{{/info}}
6 +
7 +* [[Setup>>Setup_1619099713.html]]
8 +
9 +* [[Personalize>>Personalize_1619591434.html]]
10 +
11 + Create Lead Source
12 +
13 + Created by
14 + Amith, last modified by
15 + Cathy Beckstead on Feb 18, 2021
16 +
5 5  This tool is used to see how your leads heard about your business.
6 6  
7 -[[image:kb-1487602164-1487471017-1.png]]
19 +image:kb-1487602164-1487471017-1.png
8 8  
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.
10 10  
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14 14  
15 15  * Select **Lead Source**
16 16  
17 -* Select** Add Source**
29 +* Select** Add Source**
18 18  
19 -[[image:Screenshot 2026-01-14 at 5.10.32 PM.png]]
31 +image:kb-1487602164-1487471023-1.png
20 20  
21 21  * **Name **your lead source
22 22  
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30 30  
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)
32 32  
33 -[[image:kb-1487602164-1487471029-1.png]]
45 +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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1 -XWiki.IsaacMejia
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