About
Products
Pricing
Contact
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Support
Members Login
Login Mobile
(970) 305-4089
Support
Members Login
Login Mobile
(970) 305-4089
About
Products
Pricing
Contact
Support Menu
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
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.
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2
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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
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