Let's Create Sources

Creating sources for your contacts can help you identify where your contacts came from. In other words, did they opt in on your webform, through a text message, click on your Facebook Ad, call your phone number, etc.  

Creating sources are easy to do and it helps keep your contacts organized.  

Objectives

In this video, we show you step-by-step how to create sources. 

Video 

We have put together a short video to show you how to create sources.

Don't have time to watch the full video? Follow our step-by-step instructions below. 

Steps 

1. Log in to your account. Click on your name located in the upper right-hand corner. In the drop-down menu, click on System Settings.

2. You will be directed to a new page. Under the System Settings menu located on the left-hand side, click on Sources under CRM. 

You will be directed to your source management system. In the upper right-hand corner, click on Add New.

3. A pop-up box will appear. Under Name, click on the box and type in a name for your source. 

Click on Save when finished.  

4. Refresh the page and your source will appear in your source management system.  

Thank You!

We appreciate you taking the time to learn how to create sources! For questions, contact us at support@reiblackbook.com.