How to Create and Add a Source

A source is information you can include for a contact, company or deal so you can keep track of how they were added on TIEIT. For example, you might want to add a source to let you know a contact was added from a networking event you attended or from a TIEIT form that was completed. In this area, you can create sources and connect a source to other TIEIT features like groups. 

To learn how to create and add a source, please see the instructions below.

How to create a source

1. Click the CRM icon to open a CRM listing page. On the top blue bar, click the icon with the 3 circles. Click the sources button. 

2. Click the green source button on the top right.

3. Add the source name and any other details you would like to include for the source. Click the save button.

How to Add and Edit a Source Manually

Once a source has been created, you can manually add and edit a source for a contact, company or deal. To do this, please follow the steps below.

1. Open a contact or company. Click the Details tab. Scroll down and click the Additional Info tab. Click the edit button to edit the source.

For a deal, open an individual deal. Click the Details tab. Click the pencil icon to the right of the Deal Info section to edit.

2.Choose a source. A drop down menu will appear once you start typing the name of a source. Click the save button.