Skip to content

Manage lead sources and see which ones convert

A lead source is the channel a lead came through, such as your website, a referral or Instagram. At the end, each lead has a source and you can see which sources bring people who qualify. Adding a source takes about a minute.

Before you start

  • You are an admin. CRM settings are admin only.
  • You know the channels your enquiries come through.

Steps

Open Lead Sources

  1. Click your initials in the bottom-left corner, then click Settings.
  2. Select CRM, then click Lead Sources.

You can also press Ctrl K (⌘K on a Mac), type Lead Sources, and select it.

Read the performance view

  1. Read the heading Lead Sources. The line under it says Where your N leads come from — and which convert best.
  2. Read Performance by source. The chip Last 30 days shows the period. Only leads created in the last 30 days count.
  3. Read each row. It shows the source name, a bar for its share of leads, and the count, for example 48 leads.
  4. Under each row, read N qualified · N% conv. A lead counts as qualified when its status is QUALIFIED or CONVERTED.
  5. Look for sources with many leads and a low rate. They fill your list but rarely qualify.

The busiest source is first.

Add a source

  1. Click Add source. The Add Lead Source form opens.
  2. In Name, type the source, for example Instagram.
  3. Optional: type a Description.
  4. Optional: tick Default Source to preselect it on new leads.
  5. Click Submit. The message Lead source created appears.

Ohanvi starts you with Website, Referral, Cold Call, Trade Show, Social Media, Email Campaign, Partner and Other.

Use a source on a lead

  1. Open a lead, or click Add lead. See Work with leads.
  2. Pick the Lead Source.
  3. Save the lead. It now counts in that source's row.

If you have none yet, the screen says No lead sources yet. Click Add source.

Troubleshooting

Issue Cause Fix
No lead sources yet No source exists. Click Add source.
A source shows 0 leads No lead with that source was created in the last 30 days. Check that leads carry the source.
Lead Sources is missing from CRM settings Your role is not an admin. Ask your admin.