The “Sources” section will help you track the return on investment for marketing, advertising, and other sources. To add a source, click the "New" button, type the name, cost, and choose the source type from the drop down arrow.

Sources List


  • Name - is the name or title of the source
  • Cost - is the amount of money that the source costs such as the amount of money to pay for a newspaper advertisement.
  • Type - is the type or kind of source you wish to create such as "Per Lead / Deal" or "Flat Fee"

Add new source