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Getting Started - Creating a Lead Source

Landing pages, web forms, social networks, or even other lead management platforms - Lead Sources are the origin of any incoming leads.

Written by Gerry Cortés
Updated over 2 months ago

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 Inbound > 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.

  5. Every time you create a new Lead Source, LeadExec will prompt you to create a new Campaign.

    Continue with the Campaign creation process. You can revisit your Campaign settings in detail later on.

Next Steps:

Let's see the Campaign part of the process in our next article:

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