Manually Add a Lead Source Name

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  1. Follow Up Boss - Help Center
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Becca
  • Updated

To manually add a new lead source name to a lead profile, follow the steps below.

Note: If you're attempting to add a new lead flow source (which allows Follow Up Boss to automatically pull in new leads from the specified source), check out Lead Flow: Manually add a Lead Source. 

 

How to Add a Lead Source Name

1. Open a Lead Profile and click the edit icon or the name of the current source

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2. Scroll to the bottom of the list and click New Lead Source

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3. Enter the new lead source name > Save Source

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Additional Resources

Delete a Lead Source
Lead Source Lockdown

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