Source
The Source feature in WhatsMark is used to track the origin of contacts and leads, helping users identify where their customers are coming from. This allows businesses to analyze and optimize their marketing strategies based on different communication channels.
- View all available sources in a structured list.
- Click Edit to modify an existing source.
- Click Delete to remove an unwanted source permanently.
Adding a New Source
- Click the New Source button.
- Enter the name of the source (e.g., Facebook, WhatsApp, SaaS, etc.).
- Click Save to add it to the system.
Usage of Source in WhatsMark
- When adding or importing contacts, users can assign a source to each contact.
- Sources help in categorizing leads and customers based on their origin.
- Used in WhatsApp Auto Lead to track leads automatically.