Lead Source
Where leads come from: canvassing, customer referral, exhibition, advertising, or inbound WhatsApp. A short list that decides the quality of one important report.
Why Record It
- The funnel report judges a source by real revenue, not by lead count. A source producing many leads and no orders is a cost, not an achievement.
- Without it, the only way to judge a marketing programme is by feel.
How To Use It
- Fill it once with the button on the Pipeline Stage form, then add channels as they appear.
- Keep the list short. Over-detailed sources produce reports full of one-row entries.
- Switch Active off for retired channels; old leads keep their source.
Menu Location
- CRM & Distribution / CRM Masters / Lead Source
/form/crmsource