You can now fully manage your company’s lead sources directly in Breezy. This feature gives you the flexibility to add, archive, and organize lead sources so you can better track where your customers are coming from and how your campaigns are performing.
What Are Lead Sources?
Lead sources are the places or ways your company finds potential customers or leads — such as online ads, social media, referrals, or emails. Tracking lead sources helps you:
Understand which marketing efforts bring in the most valuable customers.
Attribute revenue accurately.
Compare campaigns over time.
Adding a New Lead Source
Go to Settings > Lead Sources.
Click + Add Lead Source.
Enter a name for the lead source (e.g., “Google Ads,” “Facebook,” or “Referral from Mike’s Plumbing”).
Select a type that best describes the lead source.
(Optional) Under Advanced Options, choose whether you want to collect more detailed attribution (for example, recording the exact name of a referral).
Click Add Lead Source to save.
Archiving a Lead Source
If you no longer use a lead source but want to keep historical data, you can archive it instead of deleting it.
Navigate to Settings > Lead Sources.
Switch to the Active or Archived tab.
Choose the lead source you want to archive.
Click the archive option (three-dot menu).
Archived lead sources will no longer appear when creating new leads, but they remain in your reports for accurate history.
Managing Campaign Variations
Sometimes you’ll want to track variations within a lead source — for example, different campaigns under a single platform:
Lead Source: Google Ads
Campaigns (Secondary Field): Spring 2025 Campaign, Fall 2025 Campaign
This allows you to measure which campaigns within the same channel bring in the most business.
Best Practices
Keep lead source names clear and consistent.
Archive old sources instead of deleting them to preserve historical reporting.
Use campaign variations to compare seasonal or targeted efforts.
✅ With self-serve lead source management, you’re in full control of tracking where your customers come from and how your marketing campaigns are performing.