Lead Sources

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.

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Add Lead Source

Tip

🔍 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.

1. From the left-side main menu, click the Settings tab > Data Setup

2. Click Lead Sources

3. From the Lead Sources page > click New button

4. Complete the New Lead Source form

   1. Name
   2. Description
   3. Position
   4. Click Save.

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Edit Existing Lead Source

1. From the left-side main menu, click the Settings tab > Data Setup

2. Click Lead Sources

3. From the Lead Sources page > click the Action Menu

   of the Lead Source you wish to edit.

4. Complete the New Lead Source form

   1. Name
   2. Description
   3. Position
   4. Click Save.

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Merge Lead Sources

1. From the left-side main menu, click the Settings tab > Data Setup

2. Click Lead Sources

3. From the Lead Sources page > click

4. Complete the Merge Lead Sources form

   1. Merge From
   2. Merge To
   3. Remove original Lead Source after merge recommended
   4. Click Merge.

Caution

🚨 WARNING! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.