My lead source is not on the Lead Source Dropdown. How can I add it?

We are not currently expanding the options under the Lead Source dropdown, but we do have an option to allow you to enter other lead sources and sort them. 

When entering a transaction, leave the Lead Source dropdown on the None option. In the Lead Source Explanation box, type in the name of the lead source. Add the transaction and follow the steps below to filter by your lead source.


Filtering for a lead source with Lead Source Explanation:

In the Transactions tab, open the Filter menu (funnel-shaped icon). Scroll down to the bottom of the box on the right side of the screen and open the dropdown labeled Free Text and select Lead Source Explanation. Enter the name of your Lead Source and click “Filter.”