PipelineDeals Help Center
Tracking the Source for your leads and deals helps you understand which marketing initiatives drive your business. Sources are listed on this page alphabetically by name (1). You can see the cost of the lead (2) and whether the cost is on a per lead/deal basis or a flat fee.
Using the icons on the right (4) you can edit or delete Sources. Click on the edit icon on the left (which looks like a pencil and paper) to edit a Source, and click on the delete icon on the right (which looks like a garbage can) to delete a Source. Click on "Add Source" (5) to add a new Source to the system.
Doing so will bring up the window below. Where you can enter the name (1) of the source as well as the cost (2). If there is no cost associated to the lead, leave this field blank. You can also pick whether the cost is a flat fee or on a per lead/deal basis (3). If you enter a cost amount, this field will be required, and if you choose an option here, you will need to enter an amount in the cost field before it will allow you to save, so be sure not to make a selection here if there is no associated cost.
When you're done, hit the "Save" button (4) to save your work, or click on the "Save and add another" to save your work and create another Source.