Add a Lead Source Type

How to add a new lead type to CASEpeer. Tracking referral sources on a case is fundamental to your firm's marketing strategy. 

• NOTE: This can only be done by a firm administrator or someone with Manage Firm Lead Sources permission.
• Navigate to the  Icon in the top right corner.
• Select Lead Sources from the drop-down menu.

• Click the arrow at the end of the Source Type row.
• Select Add.

• A pop-up window will appear.
• Enter the new lead source type.
• Select Save.

• The new source type will be added to the list. You will now be able to select this lead source on a case.