Add a Lead Source Detail

How to add a Lead Source Detail. Tracking the details of where firm cases come from, whether it's a marketing campaign or a referral, is also available on the Closed, Retained, Fees In and Settlement Reports. 

• NOTE: This can only be done by a firm administrator or someone with the Manage Firm Lead Sources permission.
• Navigate to the  Icon in the top right corner of your account and select Lead Sources.

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

• A pop-up window will appear.
• Enter the new lead details.
• Click Save.

• The new source detail will available on the intake sheet on report filters.