How do I set Up "Lead Source" or "Referral Source" on my Quick App or Full App?

Lead or Referral Source Fields can be added to identify where your clients/borrowers heard about your business

You can enable this field to gather where leads come from and identify which programs "paid" or "organic" like Google, trade shows, REI Meetup, etc. are working to drive business to you.

You can add, delete and modify referral sources. If you would like to enable the field in the Quick/Full Application, you can also do this in the Company Profile Settings -> Form Fields -> "Admin" section.

You can enable this setting under each Branch

Users/Contacts -> Branch -> (Click on your branch) -> Web Form Integration -> Webform Settings


Step By Step Walk Through: