Lead Sources

The Referral Source field captures where leads are acquired from, such as website enquiries, referrals, advertising campaigns, social media, or other channels. It is recorded in the Lead Pipeline to help businesses understand which sources generate the most leads and contribute to growth. This information can be used to evaluate marketing effectiveness, identify high-performing lead channels, and optimise future marketing efforts.

The Referral Source field in the Lead Pipeline can be updated in System Preferences by Executive, Administration Team or CFO users.

Add Lead Sources

Go to Settings > System Preferences > Lead Sources

1. Click '+ Add new source'.
   
   
    
2. Add a name. 
3. Click the active toggle to on. 
4. Click 'Add'. 
   
   
    

Edit Lead Sources 

1. Click the pencil icon to edit an industry. 
   
   
    
2. Edit the industry name or switch the active toggle off if you do not want it to appear in the 'Industry' field in the Lead Pipeline. 
3. Click 'Update'.
   
   
    

Delete Lead Sources

1. Click the bin icon to delete a lead source.  
   
   
    
   1. If the lead source has been added to leads, you can only deactivate it. The status will be updated to 'inactive'. 
      
      
       
   2. If the lead source has not been used, you can delete it permanently. 
      
      
       

Active and Inactive Lead Sources 

The list shows active items by default. To see inactive items, change the 'Status' filter in the top right corner. 

NB* Inactive lead sources do not appear in the 'Referral source' field in the Lead Pipeline. 

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