How to manage lead sources
Manage lead sources in Genaya.
Learn how to manage lead sources in Genaya. Open Operations, then under Configuration click Lead Sources: the marketing channels you track, each row with its Status, whether it records a Cost, and its Display order. Click Create Lead Source, type the name and a Display Order, add a short description, tick Allow cost on this lead source to record what each lead from it cost, and leave Assigned companies empty or pick the companies that use it. Click Create Lead Source, then open Quick Actions, choose Appointment and pick your new source under Lead source.