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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. 

 

If you need any additional assistance with Lead Sources feel free to reach out to us at support@wodify.com.

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