Skip to main content

Lead source

Track where your Leads are coming from

Written by Chase Horn

Lead Source allows you to track where your Leads are coming from. Lead Sources are managed and created in your settings. To edit Lead Sources:

1. Find your account Settings in the top right corner of Teamgate;
2. Click Customization;
3. Click the Lead Source;
4. To add a Lead Source, click the + New source button;
5. To edit an existing Lead Source, click the source you want to change. Also, you can add a description. Once you've made your changes, click Save.

Important: Teamgate will transfer your Lead sources when you convert Lead to Contact.

Did this answer your question?