How Do I Manage Lead Sources?

Lead sources record where your investors came from, such as a referral, an event, or your website. Manage the list in Settings under Lead Sources.

Add a Lead Source

1. Go to Settings and choose Lead Sources under Investor Contacts.
2. Click Add Lead Source.
3. Enter a Name and click Add Lead Source.

You can also type a new name in Lead Source on an investor's page. It joins this list.

Rename a Lead Source

1. Click Rename beside it.
2. Enter the new Name and click Rename.

Every contact with that lead source is renamed too.

Delete or Combine Lead Sources

1. Click Delete beside it.
2. If contacts use it, choose where they go under Move Contacts To. Pick another lead source to combine them, or No Lead Source to clear it.
3. Click Delete Lead Source.

Where Lead Sources Are Used

• Investor's page: choose one in the Relationship panel.
• Filter: click the count in the Contacts column to see those investors, or filter Investors by Lead Source.
• Lead forms: each form can set a lead source for its leads and new contacts. See How Do I Collect Leads From My Website With a Lead Form?
• Pipeline: filter the grid by Lead Source.

Good to Know

• You need permission to edit investor records to change this list. Anyone on your team can view it.
• A change to an investor's lead source is kept in Referral and Source History on their page. See What Are Follow-Up Signals on an Investor's Page?