Docs · Leads & Prospecting

How do lead sources work?

Every lead has a Source (set at import or add); filter by it on the Prospects list.

Steps

  1. A lead's Source is set at import (Default Source / campaign) or when added manually.
  2. To filter a list or pipeline, use the All Campaigns dropdown — pick as many campaigns as you like. Campaign, not Source, is what the filters work on: source is free text that drifts across spellings, while a campaign is one fixed thing.
  3. Admins can attach an import to a Campaign so leads are source-tagged and round-robin assigned when the AI qualifies them.

Admins can tie source/vendor to cost under Lead ROI for return-on-spend tracking.

Where this lives in the app

Open this screenOpens in the app

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