Create a New Source

Create a New Source

To create a new source:

1. Open a transaction card and click on the gear icon next to the source field. 

2. If you would like to add a new source that would be nested underneath a source already in the list, click on the source already in the list and click on the '+'.

For example, if you want to capture which of your past clients are referring new business to you - click on 'Past Client Referral' and click the '+'. Type the new source - "Past Client Referral - John Smith" and click 'Save'.


3. If you would like to add a source that would not be nested under a source already in the list, simply click on 'Add New Source', enter the source, and click 'Save'.

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