Adding lead source for new contact

To add lead source follow the steps mentioned below:

1. Navigate to Contacts module and click on Add contact.
2. On the Add New Contacts screen, scroll down to find lead source field.
3. Select the lead source by clicking an existing source or Click on add a new source.
4. When you click on add new source, the Source screen rolls out. Enter a source name (referral name), email address and phone number (if applicable). Click Submit.

Note: You can edit or delete the lead source for contact from the Source screen. Click on the pen icon to edit the referral information. Hover over the bin icon, delete option will be displayed. Click Delete to remove the lead source information.

Adding Lead Source for an existing contact

To add lead source for an existing contact 

1. Navigate to the Contacts module.
2. Click the ellipse button under the Actions column of the specific contact row.
3. Select Edit from the options that appear.
4. On the Update contacts screen, scroll to the lead source field and follow steps 3 and 4 mentioned above as for new contacts.

Note: The referral date is by default chosen as the current date of adding lead source, if not specified otherwise at the time of adding the lead source.

The lead source is displayed in the contacts 360 profile of the contact. You can directly send emails or text messages to the source by clicking the email or text message icon respectively.