How to Create New Source in WeekMate CRM

How to Create New Source

Overview

The Sources feature in WeekMate CRM allows you to define and manage the different channels through which leads enter your sales pipeline. Common sources include your website, referrals, social media, email campaigns, and other marketing channels.

Creating lead sources helps your team track lead origins, measure the effectiveness of marketing efforts, and generate more accurate sales reports.

Before You Begin

Before creating a new source, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to manage CRM settings.
  • You have identified the lead source you want to add.

Steps

  1. Log in to your WeekMate CRM account.
  2. Navigate to the Sources section.
  3. Click Add Source.
  4. Enter the Source Name (for example, Website, Referral, or Social Media).
  5. Review the information you entered.
  6. Click Save.

The new source will be created successfully and will be available for selection when creating or managing leads.

Video Tutorial

Watch the video below for a complete walkthrough of creating a new source in WeekMate CRM.




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