Lead Sources allow you to track where your inquiries are coming from. By assigning a source to each Lead, you can better understand which marketing efforts are generating interest and which channels are converting into booked clients.

Common examples include:

Tracking this information helps you see patterns over time and make smarter marketing decisions.

Your Lead Sources automatically appear as a dropdown field on your Lead Contact Form. When a potential client fills out your form, they can select how they heard about you. Their selection is then saved directly to the Lead record inside Planpage.

When creating a Lead manually, you have the option to set its Lead Source.

To update the Lead Source for a Lead that has already been created: click into the Lead, then click the edit button on the Lead Source row.

Lead Sources are fully customizable. You can:

This allows you to reflect the exact channels you market through, whether that includes social media, SEO, paid ads, referrals, or venue partnerships.

In the Sidebar, click into Settings (gear icon).

Then click Lead Sources under the Lead Settings section.

This page is where you can add, edit, and delete your Lead Sources.