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Changes for page Create Lead Source

Last modified by Isaac Mejia on 2026/01/14 22:11
From version 7.1
edited by Isaac Mejia
on 2025/12/15 16:19
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

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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 -
17 17  This tool is used to see how your leads heard about your business.
18 18  
19 -image:kb-1487602164-1487471017-1.png
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20 20  
21 21  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.
22 22  
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26 26  
27 27  * Select **Lead Source**
28 28  
29 -* Select** Add Source**
17 +* Select** Add Source**
30 30  
31 -image:kb-1487602164-1487471023-1.png
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32 32  
33 33  * **Name **your lead source
34 34  
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42 42  
43 43  * 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)
44 44  
45 -image:kb-1487602164-1487471029-1.png
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46 46  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.
47 47  
48 48  {{include reference="KBSupportCTA.WebHome"/}}
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