What this screen is for
A source records where a lead came from. This screen maintains the list: each entry has a name, a description, a colour used to identify it elsewhere, and a status. You can search the list and filter it to active or inactive sources.
Once a source exists it becomes selectable when a lead is created and appears as a filter on the lead list, which is what allows enquiries to be grouped and compared by origin.
When to use it
Add sources when you start a new channel, and retire one by making it inactive rather than deleting it, so leads already recorded against it keep their history.
What you see on this screen
- Name — the source, with its colour dot.
- Description — what it covers, or a dash.
- Color — the colour the source is drawn in elsewhere, shown as its hex code.
- Status — Active or Inactive.
- Actions — edit and delete.
Filters and actions
Show Filters opens a search over the name and a status list offering All Status, Active and Inactive, with Reset to clear both. Add Source creates one, and the row icons edit or delete.
Status values
- Active — offered when a lead is created and available as a filter on the lead list.
- Inactive — retired. Leads already recorded against it keep their history, which is why switching a source off is the right way to stop using it rather than deleting it.
Related
- Leads — where sources are applied and filtered on
- CRM Dashboard — where lead origin is summarised