How to Track Lead Sources

Who uses this: Administrators manage the lead source list — it lives in Company Settings, which only Administrators can view. Availability: All regions.

A lead source is how a lead first hears about your business — a Google search, a yard sign, a referral, a repeat customer. Recording a lead source on each customer record tells you where your work is actually coming from.

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Overview

Tracking lead sources takes two parts: create the list of lead sources your business uses in Company Settings, then assign one to each customer when you add them. The lead source you set stays on the customer record, so you can see over time which sources bring in the most customers.

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Video walkthrough

Watch a short walkthrough of tracking lead sources, then follow the written steps below.

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Before you begin

• Sign in as an Administrator to manage the lead source list — it lives in Company Settings, which only Administrators can view.
• Create your lead source list before assigning sources to customers — the Lead Source field on a customer record pulls from the list you set up.

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Create your lead sources

You add, rename, and remove lead sources on the Lead Source page in Company Settings.

1. Go to Company Settings > Customers > Lead Source.
2. Type the new lead source’s name, then select Add Lead Source.

To rename a lead source, select the pencil icon next to it. To remove a lead source, select the trash icon next to it.

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Assign a lead source to a customer

You assign a lead source on the customer record — the Lead Source field opens the list of sources you created.

1. Open a customer record, or start a new customer.
2. Select the Lead Source field to open the list of sources you created.
3. Choose the source that matches how the customer found your business.
4. Save the customer record.

The Lead Source field also appears when you create a customer in the FieldPulse mobile app. Your setup is working when every new customer has a lead source attached, and you can look back at your customer list to see which sources are bringing in the most work.

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FAQs

Can a lead source be assigned automatically? With the Engage add-on, you can designate a lead source for each Engage phone number. When you save a customer profile from a call, the lead source is set automatically based on the phone line the customer called — see How to Assign a Phone Number to a Lead Source.

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Related articles

• Setting Up a Custom Sales Pipeline
• How to Create a Customer
• How to Assign a Phone Number to a Lead Source