How to create a Source

Updated :

1. Log into the CRMV2.

2. Go to the Settings, and Source: 

 

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3. Click on Add new Source:

 

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4.  Enter the name of the source, and just click Save:

 

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The custom source is mostly utilized for the Facebook incoming leads and can be used as a defined trigger for the custom drip campaigns.

 

For more assistance, please contact support at 1-888-812-1125, or send an email to support@agentlocator.ca

 

 

 

 

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