Lead Sources

Lead sources define how new leads come to your company. If you use the Marketing Automation feature, the list of possible lead sources matches the titles of your marketing campaigns. For more information, see Campaign Overview.

If you do not use Marketing Automation, you can create new lead sources at Setup > Sales > Setup Tasks > CRM Lists > New.

Lead source is set in the Lead Source field on lead, prospect, customer, and contact records.

If you create a campaign email message with a link to an online lead capture form, pass the lead source in the URL. When you pass the lead source in the URL, the new lead is properly attributed to the lead source. For more information, see Passing Parameters Through URLs.

If you import a list of leads through smbXML or CSV import, you can include the lead source in the imported file. When you include the lead source in the imported file, you know where these leads originated.

For letter campaigns and other campaign channels, you can manually track which campaign brought a customer to your company. To manually track the campaign, select the lead source on the customer record.

Related Topics

Creating a Campaign Record
Tracking Campaign Revenue
Tracking Campaign Lead Generation

General Notices