Automatic Source Integration for E-Leads: You don’t need to manually add a source for your e-leads. E-leads will automatically appear as a source on the Up Sheet.
Adding a New Source
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Click your name in the upper-right corner and select Settings.
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Navigate to Sources.
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Enter the desired Name and Category, then click Add Source.
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The Category groups similar sources together in reports.
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Archiving a Source
What Does Archiving a Source Mean? Archived sources cannot be assigned to new up sheets, but they will still appear in reports and can be used to find existing up sheets.
Steps to Archive a Source:
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Click your name in the upper-right corner and go to Settings, then Sources.
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Hover over the source you want to archive, click the three dots on the right, and select Edit.
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Check the box 'This source is archived.' to archive the source and save your changes.
Deleting a Source
Note: You can only delete a source if it is not associated with any up sheets.
Steps to Delete a Source:
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Click your name in the upper-right corner, go to Settings, then Sources.
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Locate the source you want to delete, click the three dots on the right, and select Delete.
