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Settings: Managing Lead Sources

Lead Source Management setting is the  list of all sources, a Lead can be associated with.

Examples of Lead Sources

Following are commonly used Lead Sources.

Organic SearchWhen Lead comes through regular search on search engines. For example, if a person come to your website after finding it in search result on a search engine and then submits his contact information then the source will be classified as Organic Search. Note that it does not include Leads coming through paid online ads like google adwords.
Referral Sites           When a Lead is captured after it visits your website or Landing Page by clicking a link of a referral site. For example, you may have published URLs of your Landing Pages on a directory listing service. The Leads coming from it will be categorized as having the Lead Source “Referral Sites”
Direct Traffic             When a person directly types URL of your website or Landing Page and submits his information.
Social Media             When a Leads comes through a link or post on social media sites like linkedin, facebook, twitter etc.
Email Marketing     When a Lead visits your website or Landing Page by clicking a link in your Email campaign then the Lead source is “Email Marketing”.
Pay per Click Ads     When a Lead visits your website or Landing Page by clicking a search advertisement (e.g. google ads) that you have bought.
Trade Show               You can assign the source as Trade Show for the Leads that you engaged in an event, seminar, conference etc.
eBook          The Leads that are captured as a result of form submission to download an eBook on your website or Landing Page.
Inbound Call             The Leads that made a call to your company to inquire/buy your goods or services.
Outbound Call         The Leads whom your sales reps called to sell your company’s goods or services.
Customer Referral The Leads that have been referred by one of your customers.
Partner ReferralThe Leads that have been referred by one of your business partners.
Employee Referral The Leads that have been referred by one of your employees.

Lead Sources in LeadSquared

LeadSquared is configured with most commonly used Lead Sources. You can however, add any number of Lead Sources you want. Navigate to Dashboard > Settings > Lead Source Management.

By default, LeadSquared is configured with following Lead sources:

  1. Organic Search
  2. Referral Sites
  3. Direct Traffic
  4. Social Media
  5. Email Marketing
  6. Pay per click Ads
  7. Trade Show
  8. Customer Referral
  9. Partner Referral
  10. Unknown

We believe that these are most important Lead Sources and will be relevant to most businesses. You  can however add your own Lead Sources.

The first four Lead Sources mentioned above – Organic Search, Referral Sites, Direct Traffic & Social Media, cannot be edited or deleted since they are tracked automatically.  Also  “Unknown” is used wherever Lead Source is not defined.

You may edit or delete other Lead Sources.

You can do following on Lead Source Management page:

1) Change the display order

You can change the display order of lead sources by using up and down arrows. The default list is not sorted deliberately . It should ideally be in order of priority based in your business needs.

2) Delete a lead source  

You can delete a lead source by using cross (x) button. Any lead source except following can be deleted:

  • Organic Search
  • Direct Traffic
  • Referral Sites
  • Social Media

You should be careful of the impact if you delete a lead source that is already associated with leads. To prevent any data incongruity, LeadSquared does not dissociate a Lead Source completely from a Lead even if you delete it in settings. However, you will not be able to use the deleted lead source when you add a new lead.

In Lead Source report also, the deleted lead sources will continue to show as long as there are leads in the system that are associated with these sources.

3) Add a new lead source

Press the Add button and enter Lead Source Name.

Once you are done with changes, don’t forget to press the Save button at the bottom of the page.

 Once you update Lead Sources, you will be able to see the updated drop down list in places where Lead Sources are used. Examples: Add Lead Form, Lead Import etc.