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Wiki source code of Create Lead Source

Last modified by Isaac Mejia on 2026/01/14 22:11
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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:Screenshot 2026-01-14 at 5.10.32 PM.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"/}}