How do I view Sales Lead by Sources?

Updated on November 21, 2020 02:02AM by Admin

A lead source describes where the sales lead originated from. This helps employees determine how to properly interact with the lead, and also helps managers identify which lead sources produce the most sales.

Steps to view Leads by Source

  • Log in and access Leads App from your Universal Navigation menu bar.
  • Select the "Lists" dropdown and then click on “By Source” from the left navigation panel.
Leads App

  • The menu will expand to show a list of sources available in your account. For instance: Email.
  • You can view all leads whose source is Email in the dashboard.
By Source

  • By clicking the More Details icon of a lead, you can redirect to the overview page.

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