HoneyBook gives you a default list of lead sources to start with, but you can change or add to it based on how your clients usually find you.
Once your lead sources are set up, you can:
Add them as options in your contact and lead forms (so clients can tell you how they found you)
Manually update the lead source for any project
This helps you understand which channels bring in the most business.
Edit your lead source list
From the navigation menu, select Settings > Company settings
Select the Preferences tab
In the Company organization & data section, select the pencil icon by Lead sources
From here, you can:
Add a new lead source by selecting + Add Source
You can add up to 23 custom lead sources
Edit a lead source list by hovering over it > selecting the pencil icon that appears > entering a new name
Delete a lead source by hovering over it > selecting the trash can icon
Select Save Changes
The changes will be saved to your lead source list. If you've added a new lead source, it will be available for selection and tracking moving forward. If you edited/renamed a lead source, all projects tied to that lead source will update to the new name.
Where lead sources appear in HoneyBook
Lead sources show:
In the Only visible to you section of projects
In your Leads Report
In your project pipeline
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!