- 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.
In a contact card, the source is shown in the right had column. A source can be added here.
- 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.