How to use the Lead Sources screen

• Lead source screen step-by-step walkthrough
• [Lead Sources screen - video walkthrough](https://share.vidyard.com/watch/1SMothcDzKHWVepptKjJo6?)
• How to separate a Lead Source into different Lead Types step-by-step walkthrough

Welcome to the Lead Sources Screen, your central hub for managing lead assignment and customization. This interface is designed to give you control over how you handle incoming leads by assigning them specific campaigns, CRM configurations, phone numbers, and users.

Lead Sources settings workflow. **Local Phone Number** workflow.

Understanding the Lead Sources Screen

The Lead Sources Screen is your command center for lead management. Here’s what you can do:

• View and Edit: See all Lead Sources and Types at a glance.
• Assign Campaigns: Link each Lead Source or Type to a particular marketing campaign.
• Set CRM Configurations: Tailor CRM configurations to specific Lead Types.
• Assign Phone Numbers: Assign local phone numbers to Lead Types for localized outreach.
• Assign Users: Allocate users to handle different Lead Types.
• Toggle Fast Call: Swiftly enable or disable the Fast Call feature for immediate follow-up calls.

Default settings apply to all Lead Types unless you specify custom configurations.

Lead Types

Users can select their preferred Lead Types to effectively segment leads and assign unique campaigns, phone numbers, CRM configurations, and advisors (users). The 'Preferred Lead Types' feature allows you to define your segmentation criteria for SmartAsset leads.