Overview
Lead Sources in SalesExec represent the specific origin or provider of your leads (for example, a lead broker, PPC provider, or form submitter). You configure them after defining your Marketing Channels to track where leads really come from and enable precise attribution. Navigate to More → Settings → Setup Marketing Channels, Lead Sources & Campaigns.
Key Functionality
Lead Source Creation: Add new sources for segmentation and attribution.
Ownership Assignment: Set the source owner at either the corporate or branch level, determining who can use it.
Source Visibility: Control whether a source is available for all users or restricted to a branch.
Attribution Structure: Tie each lead source to a marketing channel to ensure correct reporting flows.
How to Use This Feature
Note: ClickPoint doesn’t prevent you from using the same Marketing Channel, Lead Source or Campaign names. However, it is best practice to keep these unique.
Select More on the left-hand side tool bar, then select Settings and then Setup Marketing Channels, Lead Sources and Campaigns.
On this screen, you can add and edit Marketing Channels, Lead Sources, and Campaigns. You can toggle between the three in the upper right corner. For now, select Lead Source.
Select Add Source located in the upper left-hand corner.
Enter your Lead Source Name and select an Owner.
Adding a Lead Source
Note: Selecting the correct owner is especially important. When the owner is the corporate level, all users within your organization can use them when manually adding leads. Set a branch owner if you wish for only those users under that branch, to have access.
Best Practices
Use clear, distinct names for lead sources (e.g., “Google Ads (Search)” vs “Facebook Leads”) to avoid reporting confusion.
Match the ownership setting to how the source is used — corporate-level for general sources, branch-level for more specific ones.
Keep your list of sources trimmed to only the ones you actually use, so users aren’t overwhelmed.
Train your team to always select the correct Lead Source when creating or importing leads, for accurate attribution.
Troubleshooting
New Source Not Showing → Make sure you actually clicked “Save” and that you’re viewing the correct tab.
Wrong Ownership Assigned → Edit the source and change the owner to the right corporate or branch level.
Duplicate Source Names → Even though the system may allow duplicates, avoid using identical names to prevent confusion in reporting.
Leads Not Attributed Correctly → Ensure that the source is properly linked to a marketing channel and that users select it during lead creation.