Add a lead source

How to add a new lead source to an account

R
Written by Randy Williams
Updated over a week ago

A source and client must be connected in order to create campaigns, to filter leads, and to view data. Attach the source to the brand account that offers the product being advertised. Once a source is no longer running for a client you can disable it directly from the Sources tab.

Please Note: Sources cannot be removed from Brands, otherwise the records in Ynot generated by that Source will no longer appear in the client's account, reports, etc. Disable from the Sources page but keep in mind that this will affect ALL Brands/Clients connected to the Source. To handle on a per Client basis, update in the Client page instead.

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