Sources

  • Sources are used to track where a contact came from such as networking event, website, Facebook, etc.
  • Sources can be added in a contact card or in an Action Set.

  • Source in Contact Card
    In a contact card, the source is shown in the right had column.  A source can be added here.
  • Create Sources
    • Select the settings Gear Icon located in top navigation bar. Navigate to the Sources tab in the left column.
    • In the Sources dashboard the number of contacts attached to each source is shown in the right column.
    • Select the Add Source button or edit a current one.
  • Add Content and Save

© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development Full Circle Creative

© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development Full Circle Creative