Pop Up List: Customer Job Lead SourcePop Up List: Customer Job Lead Source

The Customer Job Lead Source helps you mark where customer leads came from. Maybe you sent a mass-market email campaign. Or the customer could have called you because of an advertisement you run in a local builders magazine. Track those leads by creating a list of Lead Sources here.

Set Up

  1. Place your cursor in the first empty Item Name field and enter the Lead Source.
  2. Reorganize the leads numerically by placing a number in the Sort Order field.
  3. Remove a particular lead source by clicking the blue Delete Item button on the line.


  • Select the specific source where you acquired this customer on the Customer’s CRM window at the Lead Source dropdown.
    Pop Up List: Customer Job Lead Source ExamplePop Up List: Customer Job Lead Source Example
  • Sort your list of customers on the Customer or Contact List by selecting the Options button > Filter tab > Deal Source. Then place a star next to the Job Lead Source you want to display. You can select one or multiple sources.
    CRM Filter: Deal SourceCRM Filter: Deal Source
iPoint Version: 10.0123
Last modified: 27 Jan 2021

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.