Sources
Define and manage lead sources.
Overview
Sources identify where leads come from before they enter your sales pipeline. Tracking sources helps you understand which marketing channels are most effective and where to invest your marketing budget.
Sources answer "How did they find us?" — the channel or method (e.g., Google, Referral, Home Show).
Campaigns answer "Which specific initiative?" — a time-bound marketing effort (e.g., "Spring 2024 Google Ads", "March Home Show Booth").
Example: A lead comes from Google Ads (source) through your "Kitchen Remodel Promo Q1" campaign (campaign). The source tells you the channel works; the campaign tells you which specific ad spend drove results.
Use sources for broad channel tracking that stays consistent over time. Use campaigns for specific promotions, events, or ad runs where you want to measure ROI on a particular investment.
Accessing This Setting
- Go to Settings > Marketing > Sources
Configuration Options
Creating Sources
- Source Name - Name of the source
- Category - Group similar sources
- Description - Additional details
- Active Status - Enable or disable sources
Common Sources
- Website
- Referral
- Home Show
- Social Media
- Google Ads
- Direct Mail
- Phone Book
- Repeat Customer
- Yard Sign
- Vehicle Wrap
Source Categories
- Digital
- Traditional
- Referral
- Events
- Organic
Using Sources
Sources are tracked on:
- Contacts and leads
- Opportunities
- Projects
- Marketing reports
Source Attribution
When a lead is created:
- Select the primary source
- Optionally select a campaign
- Track through conversion to sale
- Analyze ROI by source