How to add / edit Lead Referral Sources and view leads by Referral Source

1. When managing you leads, you might want to see and edit where do they come from. We have "Referral Source" function for that.

2. To edit your referral sources, click "Leads" in "Contacts" menu

Tip! You may see lead's referral source on that screen. Yellow mark means that this referral source is not present in your Referrral Source database.

3. Click "Referral Sources"

4. This is your mini Referral Sources database. To add new Referral Source, click "Add New Referral Source"

5. You can add new Referral Source manually of choose it from existing Clients or Vendors using this dropdown

Tip! You may check details about referral source by clicking this button:

​