How to Create and Track Contact Sources

Contact sources allow you to find out how your clients or customers have heard about your company.

In this article:

Creating a Contact Source

View or Allocate Contact Sources

Creating a Contact Source

1. From the User Menu Panel, navigate to Settings > Contacts > Sources.
2. Click Create.
3. Name your source, e.g. Web Search.
4. Click Create again.

Click into one of your contact sources at any time to Update (rename) or Delete it.

View or Allocate Contact Sources

When creating a new contact, you can select a contact source from the drop-down:

You can also click Add new source to create a new source and allocate to this contact on the fly.

To change the source for a contact, follow these steps:

1. Go to Contacts and click into the contact you wish to update.
2. Click Update.
3. Choose a new source from the drop-down, or add a new one by clicking Add new source.
4. Click Save Changes.