Instructions to Add a New Lead Source

  1. Access the DealerPeak Dashboard

    • Log in to the DealerPeak CRM.

  2. Navigate to Lead Sources

    • Hover your mouse over the Marketing tab in the main menu.
    • Click on Lead Sources from the dropdown.

  3. Initiate New Lead Source Creation

    • Click the green button labeled + New Lead Source.
    • A new window will open.

  4. Enter New Lead Source Details

    • In the new window, enter the name of the lead source (e.g., "Billboard Lead").
    • Indicate if you want the source to be reportable.
    • Specify which locations to add the source to (if applicable).

  5. Save the New Lead Source

    • After filling in all necessary information, click the blue button labeled Save Lead Source at the bottom of the window.

  6. Check Location Inclusion

    • If you forgot to add the new source to a specific location, it won’t appear in the dropdown menu.
    • To add it, locate the newly added source in the list.
    • Click the Edit box to the right of the new lead source.
    • Add the source to the appropriate locations as needed.
    • Ensure any changes made are saved.

Final Notes

  • Always double-check that the new lead source appears in the dropdown menu for future use.
  • If you encounter any issues contact support for assistance.