How Do I Add/Delete/Manage My Lead Sources?

How to add sources:

1. Log-in to your user account onto YGL
2. Select the Sources tab at the top of the screen
3. In the Sources Management box to the right-hand side, there should be a link that says "New Professional Source"
4. It will require you to fill in all the necessary information including "org" to which you can add organizations with the + sign to the right of the drop down menu.
5. Once all the information is added, you may select "Save". You may also add more information at a later time. 

How to manage sources:

1. Log-in to your user account onto YGL
2. Select the Sources tab at the top of the screen
3. In the Sources Management box to the right-hand side, there should be a link that says "Manage Sources"
4. Select "Search" to look for a specific source or select "Browse/Create" to browse different categories or subcategories.

How to check for duplicates:

1. Log-in to your user account onto YGL
2. Select the Sources tab at the top of the screen
3. In the Sources Management box to the right-hand side, there should be a link that says "Check for Duplicates"
4. In the pop out window, follow the directions in the top box to merge duplicate sources

How to delete sources:

1. Login to your user account into YGL
2. Select the Sources tab at the top of the screen
3. Select Manage Sources
4. Select the Browse/Create tab
5. Select the specific category you are interested in (such as internet, professional, etc.)
6. If you have subcategories, select the subcategory you are interested in. It should show in parenthesis next to the category if there are subcategories available to investigate
7. Select the specific subcategory you are wanting to delete
8. A pop up window should appear for “Source Details” for the subcategory selected
9. There will be 3 buttons in the middle of “Source Details” on the right-hand side with Save, Delete, Cancel – Select Delete
10. A message will appear “Are you sure you want to delete this Lead Source Contact?” – Make sure this is the source that you would like to delete and select delete.

ONCE DELETED, IT CANNOT BE RESTORED BY EITHER ADMIN OR THE SUPPORT TEAM. PLEASE DOUBLE CHECK THAT THIS IS THE SOURCE THAT YOU WOULD LIKE TO DELETE.