Track where your customers are coming from and understand which marketing efforts drive the most revenue.
Lead sources in Breezy help your team capture how a customer first found your business. This information feeds directly into revenue attribution reports, giving you insight into which channels generate new leads, sales, and long-term value.
Why Lead Sources Matter
Capturing accurate lead source data helps you:
Identify your best-performing marketing channels
Improve advertising spend and ROI
Track referrals from existing customers or partners
Enhance revenue attribution and reporting
Keep customer records organized and consistent
How to Add a Lead Source
1. Give your lead source a name
Enter a clear and descriptive name for this lead source.
Examples:
Google Ads
Facebook
Referrals from Mike’s Plumbing
Yelp
Home Show Booth – June 2025
Choose a name that makes sense to your office team and stays consistent across your reporting.
2. Select the Lead Source Type
Choose the category that best describes this lead source. This helps keep your data organized and easy to filter in reports.
Common types include:
Digital Marketing
Referral
Partnership
Print Advertising
Events
Other
3. Optional: Add Detailed Attribution Fields
If you want to capture more specific information from your office team, you can enable an additional details field.
This is helpful for:
Referral sources where you want the name of the person who referred the customer
Campaign-specific tracking (e.g., “Google search term”, “Promo code”, etc.)
Partner or affiliate programs
You’ll be asked:
Do you want to include more detailed attribution?
No, keep it simple – Only the lead source name will be collected.
Yes, collect additional details – Adds a custom question your CSR will answer when recording the lead.
How should we present this field to your CSR?
Write the prompt your team will see.
Examples:
“Which customer referred you?”
“What search term did the customer use?”
“Which technician recommended us?”
4. Link to Records (Required)
If this lead source should be tied to a specific customer, contact, or partner, you can link it directly.
This is required when:
The lead source is a referral program
You are tracking individual partners or affiliates
The source needs to roll into customer-level reporting
Linked records allow Breezy to accurately track referrals, repeat customers, and lead performance.
Where Lead Source Data Appears
Once created, your lead source can be selected during:
New lead creation
Job creation
Estimate or invoice creation
Customer intake calls
Lead source performance shows up in:
Revenue Attribution Reports
Marketing ROI reporting
Customer analytics & segmentation
Best Practices
Keep names consistent (e.g., “Google Ads” vs. “Google Advertising”)
Only create detailed fields when needed—the simpler the workflow, the better
Use categories to organize your marketing channels
Regularly review unused or outdated lead sources and archive them if necessary