Editing Lead Source List [VIDEO]
How to Edit Lead Sources in Vacation Creations CRM
In this training video, you’ll learn how to customize and manage your lead source list inside Vacation Creations CRM. Tracking where your leads come from helps agencies better understand marketing performance and organize incoming inquiries more effectively.
This step-by-step tutorial covers:
- How to access and manage lead source lists
- Adding custom lead sources for your agency
- Creating sources like Website, Facebook, Word of Mouth, and more
- Editing or deleting lead source options
- Understanding the difference between a lead and a customer
- Assigning lead sources when creating new leads
- Improving lead tracking and reporting for your agency
Whether your leads come from social media, referrals, events, or your website, customizing your lead source list helps your agency stay organized and measure what marketing efforts are working best.
Vacation Creations CRM is built specifically for travel agencies, helping advisors and agency owners manage leads, reservations, commissions, workflows, marketing, and more in one centralized platform.
Please note: These videos use demo data and not actual client or customer data.