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How do I create a new Lead source?


In Wodify there are 6 default Lead Sources that you may add to a leads profile to identify how they found your business. These default Lead Sources are: 

  • Friend/Family
  • Facebook
  • Google/Search Engine
  • SMS (U.S. only)
  • Online Sales
  • Other

To add new Lead Sources:

  1. Go to Wodify Admin
  2. Click 'People' > 'Settings' > select 'Lead' across the top
  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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