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Sources

Sources define where leads and enquiries come from — for example: Website, Event, Partner, Referral, Trade Show, or Campaign.

Common fields

  • Source Name — Short label (eg: Website, Partner, Referral).
  • Channel details — Optional notes or UTM parameters used in tracking.

How to use

  • Tag leads and opportunities with a source to analyse lead generation performance and conversion rates.
  • Use sources in marketing attribution and to prioritise high-quality channels.

Tip: Standardise source names to avoid fragmented reports (eg: use "Website" rather than multiple variants like "website" or "Web").