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Creating and editing lead sources
Creating and editing lead sources

How to create and edit lead sources to be able to keep track of where your leads are coming from

Justin Morabito avatar
Written by Justin Morabito
Updated today

You can track where your leads are coming from by utilizing Lead Sources within Sprout Studio. A lead source can be anything from a word-of-mouth referral, a Google/internet search, or even a recent exhibitor show you participated in.

After entering this data into Sprout Studio, you will be able to tell where most of your leads are coming from which can help you with marketing and tell you where to focus more of your efforts. Here's where to manage your Lead Sources.

1. Click Settings in the bottom left

Screenshot of: Click Settings in the bottom left

2. Click Account

Screenshot of: Click Account

3. Click Metadata

Screenshot of: Click Metadata

4. Click Lead Sources

Screenshot of: Click Lead Sources

When adding/editing a lead source in settings you can assign it a colour, rearrange the order they are listed, so the lead sources you use more often can be at the top of the list, and merge any lead sources that may be similar.

The summary of these lead sources will be displayed in your Business Health report so you can see what percentage of your leads are coming from which lead source.

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