Lead sources
The list of places leads come from. A lead may name one; none is required.
Who can do thisCRM Administrator
Lead sources are the places leads come from, such as a website form or a trade fair. A lead may name one; none is ever required. Set them up under ManagementLead sources.
Manage sources
- Type in Add a source and add it.
- Rename a source to fix its wording. Renaming moves every lead already filed under it, because they point at the source, not at its old name.
- Retire a source you no longer use, and bring it back later. Tick Show archived sources to see retired ones.
A retired source stays on the leads that already name it; the lead form shows it with "(archived)" after the name.
Where sources are used
On the lead form (Source) and in the Source column of the Leads list. See Leads.