Creating a New Lead Source

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In Wodify there are six default lead source options that you can use to help identify how a lead found your business. These default lead sources are: 

  • Friend/Family
  • Facebook
  • Google/Search Engine
  • SMS (US only)
  • Online Sales
  • Other

You can also customize these default options or create new ones! 

To add new Lead Sources:

  1. Go to People > Settings > Lead
  2. Scroll to the bottom of the page, under Lead Sources, click on Here
  3. Click + New Lead Source
  4. Label your new Lead Source value and click Save


This Lead Source will now be available in the Lead Source drop-down within the Leads profile. 

 

Tip: For more information on leads, check out our articles on Clients and Leads!

 

If you need any additional assistance with Lead Sources feel free to reach out to us at support@wodify.com or via Priority Live Chat in your admin account (Promote only).

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