What is a Lead Source?
Lead Source refers to the origin or channel through which your business acquires potential customers or leads. For example, a lead source could be a social media post, a direct mail campaign, seminar, or a referral. Knowing the lead source helps you evaluate which marketing strategies are working best and where to invest time and money.
Add Lead Source
🔍 Tip: Remember, you can always (and most likely will!) create a new Lead Source directly on the +Add Contact form. Check out our Contact FAQs for a video tutorial!
The Advanced Setup options are in case you want to completely configure your account from the back-end.
From the left-side main menu, click the Settings tab > Data Setup
Click Lead Sources
From the Lead Sources page > click New button
Complete the New Lead Source form
Name
Description
Position
Click Save.
Edit Existing Lead Source
From the left-side main menu, click the Settings tab > Data Setup
Click Lead Sources
From the Lead Sources page > click the Action Menu
of the Lead Source you wish to edit.
Complete the New Lead Source form
Name
Description
Position
Click Save.
Merge Lead Sources
From the left-side main menu, click the Settings tab > Data Setup
Click Lead Sources
From the Lead Sources page > click
Complete the Merge Lead Sources form
Merge From
Merge To
Remove original Lead Source after merge recommended
Click Merge.
🚨 WARNING! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.