Login to PulsePoint, select the Admin taband then select the Lead Source Button in the Users Menu. Select the Create button; complete all the required fields and any optional fields of your choosing. Select Submit to complete the addition. For further detail read descriptions of the field items below.
​ Note: Newly created users will have a default password assigned. If they are given access to login to the website, they will also receive an account creation email.
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Choose a unique number to identify this lead source. The system will confirm the availability of the number once entered.
​ Helpful note: lead sources may already use unique numbers and it can be useful to align the system with what they are familiar.
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The Referral Source’s DBA or company name. This name will represent the lead source throughout the system.
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The Sales Representative who will receive this Referral Source’s referrals.
Special note:The sales representative's division becomes the lead source's division. See "Manage Divisions" to learn more.
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This default commission % will automatically populate in the commission breakout for all new merchants boarded when the application was linked to the lead that belonged to this lead source. It will also automatically populate when the lead source is manually chosen in the commission breakout or when an approved merchant is manually linked to an existing lead that belongs to the lead source. See "Assign Leads" to learn more.
If the Lead source does not get a fixed percentage, 0% can be used.
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Lead source branch name (optional) .
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Nickname for the Referral Source (optional)
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Create organizational structure by linking one lead source to another. For example: The Main Office of a group of banks will want to have oversight of all the banks within their organization. Below the Main Office are Regional Offices and below the Regional Office are branches. Each branch will be assigned a parent lead source that is a regional office and each regional office will be assigned the Main office as their parent. This creates the reporting needed to manage the various sub-divisions of the organization. Main Office to sub-divisions to branches. Because of this structure each branch can only see their data, each regional office can only see their data and the branches who are assigned to them, and the main office will see each Regional Office and each branch assigned to the Regional Offices.
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Lead Source’s main contact name.
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Email address for the contact person.
Note: The address will receive notifications when new leads are added and when commissions have been paid.
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The username will be used, with a password, to access the system. Only one username can be given to a Lead Source account.
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Banking information to be stored and used for ACH processing. To be entered when "Process ACH" is applicable.
Note: The system does not ACH, it only generates a NACHA file that can be used by a company to issue direct depositing or check writing.
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Select “Active” or “Inactive”. Active users are able to add referrals and assign referrals to Sales Representatives.
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Assign a "User Type" to add the lead source to a group of similar lead sources. The user type is displayed with the lead source throughout various admin reports and can be useful when working with commission calculations.
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Assign a division to allow the lead source to select reps from the division to assign a new lead. It shouldn't be used unless you want to give the lead source control to assign salespeople.
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Grant system access to the Lead Source & make them visible in menus throughout the site by checking this box.
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If another email address is added emails are sent to that address when updates occur in addition to the main contact’s email address.

See Commissions

A Lead Source is always allowed to view commissions if it is designated as a “parent” Lead Source or does not have a parent assigned to it.

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