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How can I add a Lead Source to a Job?

Lead Sources can be tracked by Job or by customer. To read how to track a lead source by customer/contact click here

For tracking a lead source on a job, go into the Jobs tab on the left. Simply search for or select  the customer. Tap the Details tab.


Select the Lead Source field, and a dropdown will appear with your existing Lead Sources (if you have them).

As an admin, you can add a Lead Source on the fly here by tapping the +Add New Lead Source button and save it or any user can select from the pre determined list of lead sources set up.

If you require further assistance, please reach out to the Support Team using any of our channels - 

Phone: 800-566-6940

Chat with us!

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