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Add a New Lead Source

How to Add a New Lead Source

You can customize lead sources in Taskip to track where your leads are coming from:

  1. Go to Taskip > Leads and click Create Lead.
  2. In the lead creation form, scroll down to the Lead Source section.
  3. By default, you will see options like Facebook, Instagram, etc.
  4. Click New Source to add a custom source.

  1. Enter the Source Name and choose a Color for easy identification.
  2. Click Save to add the new lead source.

Your new source will now appear in the Lead Source dropdown when creating or editing leads.