Every contact has a source that tracks where they came from. This helps you understand which channels are driving leads and revenue so you can double down on what works.

What are sources?

A source is a required field when creating or editing a contact. It indicates the acquisition channel -- how the contact first found you or entered your pipeline.

Sources appear as branded badges with icons throughout the app (on the contacts board, in the table view, and in dashboards).

Source categories

Sources are organized into four groups:

Direct

Contacts who came to you without going through social media or ads.

Organic social

Contacts who found you through organic (non-paid) social media activity.

Paid ads

Contacts who came through paid advertising campaigns.

Other

Contacts from channels that don't fit the categories above.

How sources are used

• Contact records -- every contact shows their source as a badge
• Filtering -- filter your contacts table by source to see all contacts from a specific channel
• Dashboards -- source data feeds into your Sales Dashboard charts for channel performance analysis
• Audit trail -- if a contact's source is changed, the old and new values are recorded

Changing a contact's source

To update a contact's source:

1. Open the contact for editing (from the contacts board or table view)
2. Change the Source field to the new value
3. Save

The change is recorded in the contact's audit trail, showing both the previous and new source.

Tip: Pick the most specific source available. For example, use "LinkedIn Ads" instead of "LinkedIn" if the contact came through a paid campaign, or "LinkedIn" if they found you organically. This keeps your dashboard data accurate.