Add a Lead Source

Lead Sources allow you to track all lead sources. Zoe can track where a lead came from the first time, last time, and anytime in between when the lead visits a specific page/website.

 

Add a Lead Source

Follow the steps below to manually add a lead source to a contact record. 

  1. Select Data from the top menu bar. 
  2. Select Contacts.
  3. Click on the contact record you would like to add the lead source to. 

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  1. Find the Lead Source block. 
  2. Select Add Source. 

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  1. Select the Lead Source and complete the required fields. 
  2. Save.

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