How to create deal source

Settings on Web [Admin/Manager Only]

• Login to OutPerform account and go to Settings page and click on Deal Source from the left panel

• Click on Add Deal Source to create a new deal source.
• Click on pencil icon to edit a deal source
• Click on bin icon to edit a deal source

• Deal Source Name: View or edit deal source name
• Deal Source Token: An unique deal source token for integration purposes
• Call Tracking Number: Assign a virtual number to a deal source
• Total Ad Budget: Add total marketing budget for a campaign
• Business Unit: Select project/business unit
• Marketing Categories: Select source category for the deal source
• Team Allocation: Choose the team the leads would be distributed