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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.

:::info Campaigns vs Sources 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​

  1. Go to Settings > Marketing > Sources

Configuration Options​

Creating Sources​

  • Source Name - Name of the source
  • Parent Category - Optional. Groups this source under a parent source
  • Active Status - Enable or disable sources

Source Categories​

Sources support an optional parent/child hierarchy. Any source with no parent acts as a top-level source (or category). Any source can also be designated as a child of another source.

Example hierarchy:

  • Digital (top-level)
    • Google Ads
    • Facebook Ads
  • Traditional (top-level)
    • Direct Mail
    • Yard Sign
  • Referral (top-level)
    • Repeat Customer
    • Partner Referral

Both parent and child sources can be assigned directly to contacts and projects. Reports roll costs and lead counts up to the parent when present.

Common Sources​

  • Website
  • Referral
  • Home Show
  • Social Media
  • Google Ads
  • Direct Mail
  • Phone Book
  • Repeat Customer
  • Yard Sign
  • Vehicle Wrap

Using Sources​

Sources are tracked on:

  • Contacts and leads
  • Opportunities
  • Projects
  • Marketing reports

Source Attribution​

When a lead is created:

  1. Select the primary source
  2. Optionally select a campaign
  3. Track through conversion to sale
  4. Analyze ROI by source