Customize your lead sources to track where your business is coming from and identify the most effective channels to connect with new clients. HoneyBook supplies a starter list of commonly-used lead sources, but you can adjust this list to fit your needs.
Once you've customized your lead sources, you can include them as options in your contact and lead forms, allowing your customers to select how they heard about you. You can also manually update the lead source for each project.
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.
Lead sources also appear in your Leads Report, so you can better understand where your clients are coming from.
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!