Create Project Sources

Updated Aug 3, 2023

Using project source tags can help you keep track of how clients found you. This will give you insight into which of your marketing efforts are most effective at bringing in clients.

You can find your project sources under Reporting >> Project Sources.

Add project sources

To create a new project source:

1. Head to Reporting >> Project Sources.
2. Click Add Source.

3. Type a Source name, such as Facebook, Google, or Instagram.

   Pick a color for the tag.

   • For a custom color, click the + button to open the color picker. Choose a color or enter a HEX code, click Add, then select Use this color to apply it.

     

4. Click Save.