Skip to main content

Manage Source

Sources help identify where your leads originate from, such as website inquiries, direct imports, Facebook campaigns, referrals, and other lead generation channels.

Sources are automatically created when a lead is added with a source name that does not already exist in the system.

View Sources

  1. Log in to AgentRoof CRM.

  2. From the left-hand menu, click Settings.

  3. Select Sources.

The Sources page displays all available lead sources.

Note: System sources cannot be edited.

Create a New Source

  1. Navigate to Settings > Sources.

  2. Click + Add New at the top of the page.

  3. Enter the source name.

  4. Click Add Source.

The source will be created successfully and will be available for lead assignment.

Edit a Source

Note: System sources cannot be edited.

  1. Navigate to Settings > Sources.

  2. Locate the source you want to edit.

  3. Click Edit in the Actions column.

  4. Update the source name.

  5. Click Update Source.

The source will be updated successfully.

Merge Sources

Merging sources allows you to consolidate multiple lead sources into a single source.

Steps

  1. Navigate to Settings > Sources.

  2. Select the sources you want to merge.

  3. Click Merge from the top menu.

  4. Select the Main Source.

  5. Click Merge Sources to complete the process.

The selected sources have been merged successfully.

When sources are merged:

  • The selected sources will be removed from all associated leads.

  • The Main Source will be assigned to all leads belonging to the merged sources if it is not already assigned.

Optional: Move Associated Items

You may select the option:

Move Action Plans, Listing Alerts, Newsletters, and Market Updates from selected Sources to Main Source

When enabled:

  • Action plans, listing alerts, newsletters, and market updates from the selected sources will be assigned to leads under the Main Source if they are not already assigned.

    Click Merge Sources to complete the process.

    System Source Behavior

    If a system source is included in the merge:

    • The system source itself will not be deleted.

    • Leads assigned to the system source will be reassigned to the selected Main Source.

    The selected sources have been merged successfully.

    You have successfully learned how to manage sources in AgentRoof CRM.

    Back to top