‘Lead Source’ denotes the channel through which leads are generated.

It’s crucial to monitor the origins of your leads. Doing so aids in assessing the effectiveness of different marketing campaigns and appropriately allocating budgets.

To access the Lead Source list, go to:

Home > Selling > Settings > Lead Source

1. How to Create a Lead Source

1. Go to the Lead Source list, click on New.
2. Enter ‘Source Name’.
3. Enter ‘Details’ if you need to elaborate more on the source.

Typical lead sources are contact forms on your website, marketing campaigns, events, references, ads on social media etc.

The system will allow you to maintain a list of various lead sources leveraged by you.