Administrators can manage and configure which Lead sources are available for selection across the Flex Cloud platform by creating custom Lead sources directly in the Flex Cloud platform Settings. New custom Lead sources will automatically appear in the Lead Source dropdown for new and existing Leads so you can track where your Leads originate.
Note: Administrators can delete, hide/show, and rename custom sources. System Lead sources (e.g., from the website) cannot be deleted or renamed but can be hidden/shown. However, if a lead source is linked to an existing lead, it cannot be hidden.
Follow the steps below to create a custom Lead source:
- On the Flex Cloud platform click Settings
- Under the Admin area click Custom Settings.
- Click the Lead Source tab.
- Click Add standard text.
- Enter your Text and Key for example trade show.
Note: The Key field is limited to 4 characters and is a required field.
- Click Save Lead Source Settings on the top menu.
- Important refresh your screen.
- You will now see your custom field in the Lead Source dropdown.