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Lead Sources

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Maria Herrell
Updated 2 weeks ago
Want to know which marketing efforts are bringing in the most business?
Tracking your lead and deal sources helps you see what’s working! You can easily add, edit, or remove sources in Account Settings under Lead Sources.
If you have Admin access:
  1. head on over to Account Settings (upper right hand corner)
  2. Navigate to the left panel.
  3. Scroll down to People Management and choose Lead Sources.
You can report on lead sources straight from the People and Deals list views or dive deeper in the Reports tab.

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