Wiki source code of Create Lead Source

Version 11.1 by Isaac Mejia on 2026/01/14 17:46

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Create Lead Source =
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	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
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	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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	11	Select the Setup
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	13	* Select Marketing
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	15	* Select Lead Source
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	17	* Select Add Source
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	19	image:kb-1487602164-1487471023-1.png
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	21	* Name your lead source
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	23	* Give your lead source a Description - members will not see this.
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	25	* You can mark this lead source as Internal which will hide it from members
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	27	* Lead Flow: By selecting a lead flow, all leads that you assign this lead source will automatically be assigned to the lead flow.
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	29	=== IMPORTANT this is how you can automate the entire lead flow sequence is by assigning all your leads from a specific source to a specific lead flow ===
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	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
	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.
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	36	{{include reference="KBSupportCTA.WebHome"/}}
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