Lead Sources

The Lead Sources module is used to create or edit a Lead Source or a Lead Source Category and to change a lead source Status from Active to Inactive. When the Lead Source module is accessed, all lead sources, their categories and their status will be displayed.

The Lead Sources module and associated reports are used to track effectiveness of each advertising outlet. For accuracy and consistency, MetricWise requires a new appointment to have a lead source selected before it can be saved.  

Searching for a Lead Source

When the Lead Source Window loads, you can scroll through the results list to locate your lead or you can use the Search tool.

Viewing a Lead Source

To view a lead source, click on the Lead Source name from the search results screen.  When viewing a lead source you have access to the Edit and Duplicate buttons.  

Editing a Lead Source

To edit a Lead Source, find it in the search results screen and click on the edit button under the Action column. You can edit the Lead Source Name, the Lead Source Category or change the status from Enabled to No or Yes by deselecting the check mark in the Enabled box.

Duplicating a Lead Source

The duplicate button can save you time when creating a lead. Simply select an existing Lead Source, view it and click the duplicate button

Adding a New Lead Source

To add a new Lead Source, click the green plus sign from the Lead Source window or from the View mode and complete the three fields. Click the Save button.