Overview
The Lead Source tab in the Settings page allows users to manage and track where leads are coming from.
A lead source represents the origin of a lead, such as Google, Facebook, Website, Referral, or Email. Tracking this information helps businesses understand which marketing channels are most effective in generating leads.
Why Lead Sources Are Important
Identify how customers discover your business
Measure marketing performance
Track effective channels for lead generation
Improve decision-making for future campaigns
Accessing Lead Source Settings
To access this section:
Go to Settings from the left menu
Click on the Lead Source tab
This page displays the list of lead sources currently available in the system.
Where Lead Sources Are Used
Once lead sources are added in settings, they are used in the CRM:
While creating a new client/lead, there is a default question:
“Where did this client come from?”This question includes a dropdown that displays all lead sources created in this section
Any new lead source added here will automatically appear in that dropdown
Lead Source List Overview
On this page, users will see a list of all lead sources with the following columns:
Lead Source Name
Created Date
Created By (team member or admin)
Actions (Edit / Delete)
Additional Features
Users can drag and drop lead sources to rearrange their order
The order will reflect in the CRM dropdown
Adding a New Lead Source
To add a new lead source:
Click the “+ Add” button
A pop-up will appear with the Lead Source Name field
Enter the name (e.g., Website, Facebook, Referral)
Click Add
Result
The new lead source will appear in the list
It will also be available in the CRM when adding a new client in the qualifying question "Where Did This Client Come From?"
Editing and Deleting Lead Sources
Edit
Click the pencil icon in the list
Update the lead source name
Click "Confirm" to save changes
Delete
Click the delete icon to remove a lead source
If a lead source is already used in existing clients:
It will be removed from the settings list
BUT it will still remain visible in those client records
Example:
If “Website” is deleted:It disappears from the dropdown for new leads
Existing clients will still show “Website” as their lead source
Summary
The Lead Source tab helps you:
Track where leads are coming from
Organize marketing channels
Improve business insights and reporting
By properly managing lead sources, you can better understand and optimize your lead generation strategy.