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What is Lead source?

Giedre -

Lead Source allows you to track where your Leads are coming from. Lead Sources are managed and created in your settings. To edit Lead Sources:
 
1. Find your account Settings in the top right corner of Teamgate;
2. Click Customization;
3. Click the Lead Source;
4. To add a Lead Source, click the + New source button;
5. To edit an existing Lead Source, click the source you want to change. Also, you can add a description. Once you've made your changes, click Save.

 

lead-source-teamgate.png

 

Important: Teamgate will transfer your Lead sources when you convert Lead to Contact.

 


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