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Referral Tracking

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    Kristen Gray

    Hi there, Sam! Thanks so much for your participation in our community forum!

    Nutshell currently offers the ability to track Lead sources which can be used to keep track of where your deals are coming from. To set up a new Lead source, a Nutshell administrator can click Company Settings > Sources. Sources can be added to any new or existing lead. To learn more about tracking Lead sources, you can click here.

     

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