How to add a new lead type to CASEpeer. Tracking referral sources on a case is fundamental to your firm's marketing strategy.

NOTE: This can only be done by a firm administrator or someone with Manage Firm Lead Sources permission.

Navigate to the

Icon in the top right corner.

Select Lead Sources from the drop-down menu.

Click the arrow at the end of the Source Type row.

Select Add.

A pop-up window will appear.

Enter the new lead source type.

Select Save.

The new source type will be added to the list. You will now be able to select this lead source on a case.