How do I add a new Lead Source?

How do I add a new Lead Source?

Adding a new Referral Source can be done while creating a new Lead. Go to the Sales tab and click on the Referral Source drop down and type the new Source you wish to add and hit Enter. You can modify the items that appear in the list by going to Settings > Custom > Lead Source.

    • Related Articles

    • Can I add a lead capture form to my website?

      Yes, it is possible to add a lead capture form onto the website. You can generate an API key from Contractor Foreman and have your website developer add it to your website.

    • How do I track calls and meetings with a lead?

      In the Leads module, you can pick any Lead you wish to track the calls for, and once inside the Lead, select the Sales tab. Under Sales tab at the bottom, you will see the Activity panel and you can Add a New Activity and choose the type as "call" to ...

    • Adding a New Daily Log

      Daily Logs Daily Logs are an important document to have filled out every day for each ongoing project. Contractor Foreman provides an easy method for tracking daily activities on the jobsite with Daily Logs. You can log weather, Visitors, Task ...

    • How do I add a new permit type?

      You can add a new Permit type while creating a Permit. On the select Permit drop down, click on the drop down and simply write down the new Permit type and hit Enter and the new Permit type will be ready.

    • How do I add and use Tags?

      To add a Tag, go to Settings and select Custom. From the list, you can choose Tags and then add new tags. Tags are a way to organize the data that you are creating. If you are adding a lead, you can add a tag "new home builder" to tag that lead under ...