Summary

On the Sources page, you can view the default and previously created sources, along with the number of contacts associated with each source. If there are too many sources, you can use the search box located in the top-left corner to search for specific sources.

To add a new source, click on the + Add New button in the top-right corner. This will open the Add New Source popup. Enter the desired source name and click Save. The new source will then appear on the current page.

In the Delete/Hide column next to each source, you will find options for managing each source:

1. Hide

   After clicking on Hide, this source will not be visible to users when they add new contacts.

2. Show

   After clicking on Show, this source will be available to users when they add new contacts.

3. Delete

   1. Only custom sources can be deleted

   2. All contacts using this source must be updated to another source. Select one in the next step:

      

   3. Deleting this source will not update any smart plan, contact routing, saved filters, or other features using this source.