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Getting Started - Creating a Lead Source

Our Getting Started knowledge article collection is crafted to help you tackle your initial setup confidently and efficiently.

Gerry Cortés avatar
Written by Gerry Cortés
Updated yesterday

Overview

Lead Sources define the point of origin for your leads. These can be anything from a web form, a landing page, or your social network ads.

You will need to create a Campaign every time you add a new Lead Source, but you can create as many Campaigns as you need to control how LeadExec stores and routes your leads to your buyers.

How to Create a Lead Source:

  1. From the left-hand menu, navigate to Lead Source List

  2. Hit Create

  3. Enter your Lead Source's details (only name and email are needed; all other fields are optional)

  4. Hit Next.

Now, let's create a campaign!

Getting Started - Campaigns Pt. 1: Creating a Campaign

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