How to add sources

One of the fields that every agency can customise is Sources. The Sources field of a contact shows how this contact got to the agency. This information can be really useful in the contact management process. Let’s see how the Administrators can create a custom list of Sources!

A. Click on Settings

B. Click on Agency Settings

C. Click on Sources tab

D. Click on Add source to create a new one.

E. Type the name of the new Source

F. Click on Save

G. The new source has been added to the list.

H. You can include options in the Source to make it more accurate. To do this, click on Edit

I. Click on Add option

J. Type the name of the option.

K. Click on Save

L. You can add as many options as needed.

M. Source and Options are now created.

N. Now if you go to the Contacts section and click on New button to create a new contact…

Ñ. …you will be able to select the new Source and Options.