How to Add a Lead Source

Overview

Adding lead sources is important to track where each transaction comes from. A report of your lead sources can be found in the Reports section.

Adding a Lead Source

1. Log in to your ClarityNOW portal
2. Click Portal Dashboard
3. Click the Listings or Transactions tab based on the type of transaction you are adding
4. In the Client Information section, click the Primary Source box

All lead sources are generated for you in the Primary Source dropdown. By selecting "Database", a sub-category box will appear where you can choose from the options listed or add your own custom source.

To add a custom source, simply type the name (e.g., "John's Sphere"), then click the text to save it as a new source.

Viewing the Lead Source Report

1. Log in to your ClarityNOW portal
2. Click Portal Dashboard
3. Click Reports on the left side toolbar
4. Select Lead Source

If you are a Rainmaker, you can see a full source report for every agent on your team. If you are on a team or an individual agent, it will show just your sources.

You can sort the report by sale type and date range.

Scroll down to see an Agent Lead Source Report, which can be sorted by sale type, agent, or date range.