Overview
The Lead Sources – List screen provides a centralized view of all your lead sources within LeadExec. This powerful interface allows you to customize your display, filter sources by status, and quickly locate specific entries, giving you complete control over how you view and manage your lead acquisition channels.
How to access lead type categories:
Settings (Top right)
Categories (Bottom left sidebar)
+New (or Open on a selected Lead Type)
When pressing +New you will be given the option to select an existing Lead Type (check here for creating a lead type) and a caption. Once filled in, press Save.
Best Practices
Create saved views for different team members’ needs
Regularly review inactive/closed sources for cleanup
Use column customization to highlight your most important metrics
Combine search and filters for efficient source management
Troubleshooting
If you can’t find a specific lead source:
Verify you haven’t applied conflicting filters
Check your column selections aren’t hiding key information
Ensure you have proper permissions to view all sources