How to Manage Lead Sources

It is always critical to know where an institution is receiving leads from. Lead Sources should be accurately entered and maintained in order to produce accurate conversion rates for the lead sources.

1. Go to the Admissions Tab > click on Lead Sources

2.   Select the School.

3.   You can filter this list with the following fields:

1. 1. Campus
   2. Name of the Lead Source
   3. Lead Type: select from the drop-down menu
   4. Active Only: check this box if you only want to view active lead sources

4.    Click Search. This will provide you with the list of Lead Sources, their Description, and Lead Type.