About these docs
Every page on this site is written and technically reviewed by Steven Morey, the founder of Lead Source. Nothing here is unattributed or machine-published: each page carries a last verified date in its footer, and each page is re-checked against the live product on a fixed review schedule.
How pages are verified
Section titled “How pages are verified”- Instructions are taken from the product itself — menu labels, button text, and error messages are quoted exactly as they appear.
- Screenshots are captured on demonstration accounts with sample data. No customer data appears in this documentation.
- When a feature is not yet available to every account, its page is held back and does not appear here until the feature ships.
Spotted a mistake?
Section titled “Spotted a mistake?”Use the Report an error on this page link in the footer of any page — it opens an email that tells us exactly which page you were reading. We fix documentation errors with the same priority as product bugs.