Lead Source

A Lead Source is a source from which the leads are generated.

It is important to track the source from which you are getting the leads. This will help in measuring the effectiveness of marketing campaigns and allocate the budgets accordingly.

To access the Lead Source list, go to:

Home > Selling > Settings > Lead Source

How to Create a Lead Source

Go to the Lead Source list, click on New.
Enter 'Source Name'.
Enter 'Details'.

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

Updated on: 28/03/2023