How to Create and Add a Source

Overview

Ever wonder where your contacts, companies, or deals are coming from? Adding a source in TIEIT helps you track exactly how they entered your system. Whether it’s a networking event, a completed form, or a referral, sources make it easier to keep tabs on your relationships and campaigns. Plus, you can link sources to other features like groups for even better organization. Let’s dive into how to create and add sources effectively!

What Are Sources in TIEIT?

Sources are like tags or labels that show where your contacts, companies, or deals came from. Think of them as breadcrumbs that tell you the origin of your relationships.

Examples:

Networking Event: Add a source to note that you met a contact at the "Tech Expo 2024."
Website Form: Track leads that came through a specific TIEIT form.
Referral: Mark deals or contacts referred by another client or partner.

How to Create a Source

Step 1: Open the Sources Section

Click on the CRM icon and select any submenu options.
On the top blue bar, click the icon with the three circles and select Sources.

Step 2: Add a New Source

Click the green + Source button in the top-right corner.
Enter the source name (e.g., "Tech Expo 2024") and any other details you'd like to include.
Hit Save to finalize your new source.

How to Add or Edit a Source Manually

For Contacts or Companies:

Open the contact or company you want to update.
Navigate to the Details tab, then scroll to Additional Info.
Click the Edit button to update the source.

For Deals:

Open the individual deal you want to edit.
Go to the Details tab and click the pencil icon next to the "Deal Info" section.

Choose a Source

Begin typing the name of a source in the dropdown menu.
Select the correct source and click Save to apply your changes.

Example:

If a contact was added at "Tech Expo 2024," start typing "Tech..." and select the source from the dropdown.

Pro Tips for Using Sources Effectively

Link Sources to Campaigns: Use sources to track the success of marketing campaigns. For example, you can measure how many deals came from a specific webinar.
Audit Your Sources: Regularly review and merge duplicate sources to keep your list clean and manageable.
Use Descriptive Names: Be specific when naming sources, e.g., "LinkedIn Ad Campaign - October 2024" instead of just "LinkedIn."
Collaborate with Your Team: Ensure everyone understands how to use sources consistently to maintain clean data.

Start Tracking Smarter

With sources, you can get a clearer picture of your contacts’ journeys and make better-informed decisions about your outreach and campaigns. So go ahead, add a few sources, and let TIEIT help you stay organized!

What do you think? Ready to start creating and managing sources like a pro?