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Wiki source code of Create Lead Source

Last modified by Isaac Mejia on 2025/12/15 16:19
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Isaac Mejia 1.1 1 {{include reference="KBArticleHeader.WebHome"/}}
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3 = Create Lead Source =
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5 {{info}}KB: MSI Knowledgebase • Category: Lead Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-lead-source_1487602164>>https://membersolutions-9221154.hs-sites.com/kb/create-lead-source_1487602164]]{{/info}}
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7 * [[Setup>>Setup_1619099713.html]]
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9 * [[Personalize>>Personalize_1619591434.html]]
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11 Create Lead Source
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13 Created by
14 Amith, last modified by
15 Cathy Beckstead on Feb 18, 2021
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17 This tool is used to see how your leads heard about your business.
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19 image:kb-1487602164-1487471017-1.png
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21 You have the ability to create a **Lead Source** as well as **Sub Sources**. You might want to use sub sources to track all your social media in 1 source but then create sub sources to break it down into Facebook, Twitter, Instagram, Yelp etc.
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23 Select the **Setup**
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25 * Select **Marketing**
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27 * Select **Lead Source**
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29 * Select** Add Source**
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31 image:kb-1487602164-1487471023-1.png
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33 * **Name **your lead source
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35 * Give your lead source a **Description - **members will not see this.
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37 * You can mark this lead source as **Internal** which will hide it from members
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39 * **Lead Flow: **By selecting a lead flow, all leads that you assign this lead source will automatically be assigned to the lead flow.
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41 === **IMPORTANT** this is how you can automate the entire lead flow sequence is by assigning all your leads from a specific source to a specific lead flow ===
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43 * You can either select **Save and Exit** or **Add Sub Source** (for example: a lead source can be Social Media and a sub source would be Facebook)
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45 image:kb-1487602164-1487471029-1.png
46 Next you can setup the mandatory fields you require during registration of new leads and members as well as creating lead capture widgets for websites.
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48 {{include reference="KBSupportCTA.WebHome"/}}
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