Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Sources

Avatar
Maria Herrell
Updated 1 year ago

Tracking the Source for your leads and deals helps you understand which marketing initiatives drive your business. New sources can be added, edited and removed in Account Settings under Lead Sources. Sources are listed on this page alphabetically by name. Users can report on these sources from the people and deals list views as well as under the Reports tab.

Did this answer your question?
😞 😐 😃