Lead Sources allow you to track where your Leads are coming from. Tracking lead sources is instrumental in guiding strategic decisions, optimizing resources, evaluating performance, and fostering continuous improvement. This analytical approach enhances the overall efficiency and effectiveness of marketing efforts, ultimately contributing to the growth and success of your organization.

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.