Create lead sources so your team can track where your work comes from, like a referral partner or a marketing channel.
Add a lead source
Tip: Pick names your team will use the same way every time.
In Settings, select Lead sources.
Select Add lead source.
Enter the Name.
Select Create lead source.
Find a lead source
In Settings > Lead sources, use the search field. You can also switch between the All lead sources, Active, and Archived views.
Where lead sources appear
You can choose a lead source in customer details, when you create an appointment, and on job records.
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Add a customer
Create a job and schedule its first appointment