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How do I create a new Lead source?

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Note: This feature is only available with Grow & Promote subscription plans. Learn more about our pricing tier options.

 

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 option or create new ones! 

To add new Lead Sources:

  1. Go to Wodify Admin
  2. Click People > Settings > select the Lead tab
  3. Scroll to bottom of page, under 'Lead Picklists' click on 'Lead Source'
  4. Click '+ New Picklist Value.'
  5. Label your new Lead Source value and click 'Save'


This Lead Source will now be available in the Lead Source dropdown within the Leads profile. 

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