Overview
Custom lead sources allow you to track specific referral channels or marketing efforts beyond the standard lead source options.
Steps
Step 1: Access the Transactions Tab
Access your ClarityNOW Dashboard and select the Transactions tab.
Step 2: Create or Edit a Transaction
- New transaction: Click the New button and fill out all the required details, then proceed to Step 3.
- Existing transaction: Click the Actions button, select Edit, and go to the Client Information section, then proceed to Step 3.
Step 3: Configure Your Lead Source
In the Primary Source section, select Database. A sub-source field will appear where you can customize your lead source by typing a new name in the Database Sub Source field.
Your custom lead source will be saved and available for future transactions.