Manually add a lead source

To manually add a new lead source or lead provider name to a contact record's Source field, you can follow the steps below. 

Note: If you're attempting to add a new "lead flow" for a new lead source (which allows FUB to automatically pull in new leads from this new lead source), then you can consult our list of lead sources, which includes instructions on how to set up the automatic lead flow for each. The steps below will only add the new lead source name to the drop-down list of available names when editing a contact record's Source field.

Open a contact then click the edit icon or the name of the current source.

Scroll to the bottom of the list and choose "New Lead Source."

Click the green checkmark to proceed.

Enter your new lead source name and click save.