Lead sources
Set up source labels so you can see where leads and opportunities come from.
Sources are labels you create for how a lead found you — for example Website, Referral, Exhibition, or Walk-in. They are used on leads, companies, and opportunities so you can filter and report by origin.
This is separate from Channel connections, which receive enquiries automatically from your website form.
Adding a source
- Go to CRM > Sources
- Click Add Source
- Enter a Name (for example “Google Ads”)
- Add a Description if helpful
- Leave it Active
- Save
You can search, edit, turn off, or delete sources from the same page.
Using a source on a lead
When you add or edit a lead, choose Source from the list. You can also filter the leads list by source.