Adding a Lead Source

A Funder Software user can add a new Lead Source by logging in to their Justice Bolt account and following these steps:

• Once logged in, search for the name of the case to which they want to add a Lead source. Once there, click on the arrow below Lead Source, then Edit Lead Source Info.

                         

• Choose the category which the user wants to put the Lead source under.

             

• Once the Category is chosen, Click Lead Source and type in the name and click on +New Lead Source and Save. This will also save the new Lead Source information for future use.