Lead sources record how each person found you — a trade show, a referral, your website. The same list feeds the Source field on both people and deals, so keep it in step with your marketing channels and you can see which ones bring in the most business.
Before you start: Account Admin permissions required. Changes apply to everyone in your account.
Add, Rename, or Delete a Source
- In the lower-left corner, click Settings.
- Click the People tab.
- Click Lead Sources.
- Make your changes:
- Add a source: Click \+ New Lead Source and enter the channel's name.
- Rename a source: Click the pencil icon next to it.
- Delete a source: Click the trash icon next to it.
Deleting a source doesn't move the people and deals that use it to another source — their Source field is left blank. To replace a source, create the new one, apply it to those records, and then delete the old one.
Name sources after channels you can act on — "LinkedIn Ads" tells you more than "Social." Keep the list short so your team picks consistently.
Report on Your Sources
- For a quick look: Filter the People or Deals list view by source.
- For trends over time: Use the Reports tab.
Need help? Contact support at customercare@pipelinecrm.com.