Create a Source record while you are populating a new intake record. 

How to Create a Source While Creating an Intake

1. Navigate to Intakes.
2. Select New. 
3. Populate the intake record fields per usual.
4. Select the Source field > + New Source. 
   
5. Choose a record type and select Next
6. Complete the following fields:
   • Source Name: Defines human-readable name. 
   • Related To: Maps record types associated to this source.
7. Save.