How to Add Lead Sources

Lead sources help you track how potential customers heard about your company when they call looking for work, providing valuable insights into your marketing effectiveness.

Accessing Lead Source Settings

1. Go to Settings
2. Click Account (top option)
3. Select Info Settings (top option again)
4. Find Lead Sources in the list

Managing Lead Sources

Click Edit to open the lead source management tools:

Create New Lead Source - add additional ways customers might find your company

Delete Source - remove lead sources you no longer need to track

Drag to Reorder - arrange sources to control what appears at the top or bottom of dropdown menus

Save Changes - click the Save button to preserve your modifications

Future Interface Updates

Roof Chief is reorganizing the Info Settings page to make it less overwhelming. The new layout will have three tabs, with Lead Sources appearing in the middle tab. The functionality and Save button will remain the same, but the organization will be clearer.

Benefits

Tracking lead sources helps you understand which marketing efforts bring in the most customers, allowing you to focus resources on the most effective channels for generating new business.