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Source field: where the client came from
Records the channel the client came through: Facebook, WhatsApp, the website, an import, and more. It’s stamped automatically, so it’s never empty.
Ready-made options
Website, Google Ads, Facebook, Instagram, LinkedIn, WhatsApp Web, WhatsApp Cloud, Email, Referral, Email Campaign, Cold Call, Trade Show, Facebook Lead Form, Instagram Lead Form, Manual, Import.
How is it filled in?
How the record is created
Source
An employee creates the record
Manual
An import without a source column
Import
An import with a mapped source column
The imported value
A chat or an ad
The channel, and its option is added if it doesn’t exist yet
The API
The value sent
Employees don’t change the source by hand, because lead distribution and reports depend on it. See Who can edit a field: locked and API-only fields.
You can add options and rename them. Options the system adds show with a badge.
If something goes wrong
What you see
Why
What to do
A message that the option is required by the system and can’t be deleted
You tried to delete Manual or Import.
Only rename it.
You can’t edit the source in the record
The system fills in this field.
Change it through an import or the API.
Good to know
The Manual and Import options can’t be deleted, but you can rename them.
Did this guide solve it?
If not, we’ll ask what was missing.