--- title: "How do I set Up \"Lead Source\" or \"Referral Source\" on my Quick App or Full App?" description: Add Lead Source or Referral Source to your LendingWise Quick App and Full App webforms to track where your leads come from. --- [Skip to content](https://help.lendingwise.com/knowledge/what-is-lead-source-or-referral-source-used-for#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Frequently Asked Questions](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en) 3. [CRM](https://help.lendingwise.com/knowledge/frequently-asked-questions?hsLang=en#crm) # How do I set Up "Lead Source" or "Referral Source" on my Quick App or Full App? ## Ask applicants "How did you hear about us?" with Lead Source and Referral Source. In LendingWise, 'Lead Source' or 'Referral Source' fields can be added to your Quick App or Full App web forms, providing valuable insights into your lead generation channels. This guide offers a step-by-step walkthrough on how to activate and manage these fields. **Setting Up Lead/Referral Source Fields:** 1. **Enable Field in Forms:** Begin by navigating to 'Settings \> Platform Settings \> Form Fields,' then open the ‘Admin Info’ section. Here, turn on the ‘Lead Source’ form field in the sections where you'd like it to appear. Click the blue 'Save' button located at the bottom of the Admin Info section to confirm your changes. 2. **Set Up for Each Branch:** Each branch in your business can have customized settings. To modify these, go to CRM \> Branch \> Branch List and click the desired branch. Open the Web Form Integration tab; the setting is in the All forms section at the top. To activate the lead/referral source field feature, select 'Yes' next to the "Would you like to ask your client '**How did they hear about you?**'" option. 3. **Add or Modify Lead Sources:** After enabling the feature, you'll see a green plus (+) button on the Referral Source list. Click this to add new lead sources, delete unwanted ones, or modify existing ones. Click Save in the All forms section when finished. Implementing this feature can provide significant benefits by tracing the origin of your clients, whether from paid programs, organic channels like Google, or events such as trade shows and REI Meetup. Should you need further assistance, please reach out to the LendingWise support team at helpdesk@lendingwise.com. Below are visuals of the process: Navigate to Settings \> Platform Settings \> Form Fields, then open the ‘Admin Info’ section as shown in the screenshot below: ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Aug-22-2025-06-44-12-4507-PM.png?width=2537&height=1165&name=undefined-Aug-22-2025-06-44-12-4507-PM.png) Then scroll down to the form field "Lead Source" and check the boxes in the columns that correspond to your Full App, Quick App and Back Office. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Aug-22-2025-06-46-59-7593-PM.png?width=1239&height=792&name=undefined-Aug-22-2025-06-46-59-7593-PM.png) Go to CRM \> Branch \> Branch List and click the desired branch. Then select the Web Form Integration tab; the setting is in the All forms section at the top To activate the lead/referral source field feature, select 'Yes' next to the "Would you like to ask your client 'How did they hear about you?'" option ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Aug-22-2025-08-06-34-0281-PM.png?width=2560&height=1237&name=undefined-Aug-22-2025-08-06-34-0281-PM.png) Click the "+" sign in green and enter your lead / referral sources.  ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Aug-22-2025-08-04-14-4113-PM.png?width=2164&height=982&name=undefined-Aug-22-2025-08-04-14-4113-PM.png) ### **Step By Step Walk Through**: - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - 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