Lead Source
Lead Sources record where each lead came from — a web form, a referral, an exhibition, a campaign. It is the single field that lets you answer which marketing produces business, and without it the funnel report is guesswork.
Where to find it
Go to CRM > Settings > Lead Source.
Adding a source
| Field | Required | Description |
|---|---|---|
| Source Name | Yes | The label shown when capturing or editing a lead. |
| Description | No | What counts as this source, so it is applied consistently. |
| Status | No | Whether the source is active and selectable. |
Sources worth defining
| Source | Covers |
|---|---|
| Website form | Submissions through your embedded form. |
| Referral | Introductions from existing customers or partners. |
| Exhibition | Contacts collected at a specific event. |
| Email campaign | Responses to a campaign send. |
| Cold outreach | Prospects your team approached directly. |
Keep the list short and specific enough to act on. Marketing tells you nothing; Exhibition — trade show, March tells you whether that stand paid for itself.
Where sources are used
- On the lead record, set at capture — see New Lead.
- As a filter on the Leads List.
- In Leads by Source on the CRM Overview, which is where the reporting value shows up.
Related pages
- New Lead — where the source is recorded
- Leads List — filtering by source
- CRM Overview — leads by source reporting
- Integration Code — the website capture route