Instructions to Add a Parent 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 Parent Source Details 

    • In the new window, enter the name of the Parent source (e.g., "Google Listings (P)").
    • Indicate if you want the source to be reportable.
    • Select the "Parent" option
    • Deselect "Assignable" option
    • Specify which locations to add the source to (if applicable).

  5. Save the New Parent 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.