Deal Source
Deal Sources track where your leads and opportunities originate, helping you understand which channels are most effective.
Overview
Tracking deal sources allows you to:
- Understand where leads come from
- Measure marketing effectiveness
- Allocate resources to best channels
- Improve lead generation strategy
Page Layout
- Add Deal Source button - Create new source
- Search - Find sources
- Deal Sources Table - List of all sources
Deal Source Information
Each source has:
| Field | Description |
|---|---|
| Source Name | Name of the lead source |
| Description | Details about this source |
| Status | Active/Inactive |
Common Tasks
Creating a Deal Source
- Click + Add Deal Source
- Enter source details:
- Name - Clear, descriptive name
- Description - What this source represents
- Click Save
Editing a Deal Source
- Find the source in the list
- Click Edit
- Update information
- Click Save
Deactivating a Source
- Find the source
- Click Edit
- Change status to Inactive
- Click Save
Example Deal Sources
Common lead sources include:
- Referral - Customer or partner referrals
- Website - Website inquiries
- Cold Call - Outbound calling
- Trade Show - Events and conferences
- Social Media - Social platform leads
- Email Campaign - Marketing emails
- Advertising - Paid advertisements
- Partner - Partner introductions
- Existing Customer - Upsell/cross-sell
Analyzing Source Performance
To understand which sources work best:
- Go to Dashboard
- Review deals by source
- Compare:
- Number of deals per source
- Close rates by source
- Deal values by source
- Adjust strategy based on results
Tips
- Track All Leads - Assign source to every deal
- Be Specific - Use detailed source names
- Review Regularly - Analyze source performance
- Update Strategy - Invest in effective sources
- Ask Customers - Verify how they found you
Related Pages
💡 Note: Accurate source tracking helps optimize your marketing and sales investments.