How to Create a Lead Source With the Communications Package

Warning

This feature is no longer available for every Total Expert organization.

Note

This is for customers that own the Communications Package. Please reach out to your Implementation Manager or Customer Success Manager to learn more. 

• Click HERE to learn how to create Lead Sources without the Communications Package.
  
  

1. On the left navigation, click Leads & Contacts > Lead Management  > Lead Sources (Leads). 
2. Click Create Lead Source. 
   • A new pop-up box appears.
3. Input your attribute settings and fields:
   • Display Name - Name of the new lead source. This is the name that displays throughout the platform when referencing this source. 
   • Lead Source - The exact-match text string that is used to link an incoming lead to a lead source. Must match the incoming sources format exactly for the linkage to work correctly. 
   • Product Category - Specific type of loan product the leads are associated with. Multiple sources need to be created if multiple product types are handled. 
4. Click Next to continue. 
5. Choose your route:
   • Team(s)
   • Individuals

If Team(s) was Chosen

1. Use the search box to find and choose your team(s). 
2. Under Exception Handling, choose from the following:
   • Lead Source - If chosen, choose your lead source. 
   • Individual - If chosen, choose the individual. 
   • Add to Group (optional) - Adding the incoming lead to a certain group or groups.
   • Add to Journey (optional) - Puts all incoming leads into a specific journey.
   • Add to Campaign (optional) - Adds the incoming lead to a specific campaign.
3. Click Next to continue.

If Individual was Chosen

1. Use the search box to find the individual. 
2. Input the following:
   • Add to Group (optional) - Adding the incoming lead to a certain group or groups.
   • Add to Journey (optional) - Puts all incoming leads into a specific journey.
   • Add to Campaign (optional) - Adds the incoming lead to a specific campaign.
3. Click Next to continue.

Define Rules

1. Define your rules information:
   • Update Lead: 
     • When off, the lead information from this source never makes updates to existing lead records if a duplicate is found. There is always a new lead record created and it links that record to any existing contact record. 
     • When on, the lead information make updates to existing lead record when duplicates are found or the information differs according to what fields the user has selected.
   • Update Contact:
     • When off, lead information from this source never make updates to an existing contact if one is found. There is always a new lead record created and it links to any existing contact record. 
     • When on, the lead information make updates to contact record if the information is different according to which fields the user has selected.
   • Display Do not contact:
     • When off, incoming lead information (email address/phone number) never display if the user is set to do not contact. 
     • When on, incoming lead information (email address/phone number) displays for that record even if the user is set to do not contact.
2. Click Submit when finished.