Create and Track Contact Sources

Setup contact sources so you can easily view and track how your clients or customers have heard about your company. To add, update or delete contact sources, click on the Settings tab from your user menu, click into Contacts then Sources.

Add a Contact Source

1. Access your Contact Settings from the user menu panel.
2. Click into 'Sources'.
3. Click 'Create'.
4. Name your source.
5. Finalise by clicking 'Create'.

You will now be taken to your new source, where you can update or delete. Simply click into any source to make name changes or delete.

View or Allocate Contact Sources

Easily add a source to a new or existing contact. When setting up a new client, simply choose the source from the dropdown tab upon setup. To add or change the source of an existing follow the below steps:

1. Access the Contacts tab from the user menu panel.
2. Click into the contact you want to update.
3. Click 'Update'.
4. Choose your Source from the dropdown.
5. Finalise by clicking 'Save Changes'.

Need more assistance? Check out our help video below.