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Assign Up Sheet Source

Logging the source of a lead in order to track effectiveness of your lead sources.

How does it work?

Click on the drop down labeled Source in the middle portion on the up sheet. Scroll through the list until you find the correct source. Simply click on the source and it will be saved to the up sheet. 

upsheet source

Note: If you do not see the correct source listed, talk to your Manager so that it can be added to the list.