Lead sources help you track where your new clients and prospects are coming from. Did they see your work on Facebook or Pinterest? Did one of your current clients tell their friends about you? Did they pick up a card at one of your business partners? Keeping track of this information provides you with valuable insights as you manage your marketing dollars. The software provides detailed sales analysis of your lead sources (see Dashboard Reports), so don't forget to ask your new clients where they heard about you!

Before using lead sources, see Lead Sources for setup instructions.

When creating or modifying a client, a lead source can be chosen from the drop-down list on the client record.