Create and use Marketing Sources

Create consistent choices

Open Settings → Marketing Sources, located below Products in its own section. Add owner-defined sources such as a campaign, partner or channel using names your team understands. Consistent naming makes source reports more useful than dozens of near-identical labels.

Apply sources to contacts

1. Choose a Marketing Source when creating a lead or client.
2. Review/edit the contact if a source needs correction.
3. Use the source filter in Leads to find contacts from one channel.
4. Open Marketing Source reporting to compare lead/client counts.

Counts are not attribution guarantees

A saved source is the contact’s recorded origin, not automatic advertising attribution or proof that a campaign caused every later payment. Compare source counts with conversion and purchase details over a matching range before making budget decisions.