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Lead Source Module

Feature Request

  • Ability to manually add Lead Sources in RiskAdvisor that would show as a searchable dropdown.

  • Ability to import lead sources from CRM (AgencyZoom only at the moment)

  • Ability to add additional lead sources

  • Ability to add follow up questions based on lead source

Posted by David Watson ·
1 comment

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Comments1

  • [Deleted User]

    •

    Sep 23, 2025

    This would help with our Lead Source integrations! :)