Don't get ahead of yourself, watch the video on the Leadsource Organization feature before you start doing these steps. There is a whole video series on this youtube playlist:
There is also a video on how to add the Remove Leadsource action set.
But here are the steps just in case.
To add the Remove Leadsource Action Set, just log-in to Infusionsoft and follow these steps:
- Hover over the Infusionsoft Icon, and go to "Marketing" -> "Settings"
- Click Action Sets on the left
- Click "Add an Action Set"
- For the name, type in "Remove Leadsource" spelled exactly like that.
- Choose - "Set a contact field to a specific value"
- Select - "Lead Source Id"
- Set the value to 0
- Check the box that says "Update Contacts who already have a lead source set"
- Click Save