How to customize and apply Lead source labels
Lead source labels are a great way to track where your contacts came from in order to tailor your approach and find out which contacts are converting best.
Please note: Only the Account Owner or Administrators can customize Lead source labels.
| In this article: |
| Add/Edit/Remove Lead source labels |
| Change the Lead source label assigned to your contacts |
| Filter your contacts by their Lead source label |
Add/Edit/Remove Lead source labels
- Click on Add lead source to create a new one.
- Edit the name of existing Lead source labels by clicking into the textbox.
- Remove a Lead source label by selecting the X icon.
Notes:
- When creating a OnePageCRM Web form you can select which Lead source label should be assigned after a new contact has been submitted.
- You can select Lead source labels when creating filters in the CRM.
Change the Lead source label assigned to your contacts
| Update the Lead source label for individual contacts | Update the Lead source label for contacts in bulk |
Update the Lead source label for individual contacts
Update the Lead source label in bulk
Note: If you have more contacts than the default number of contacts loaded in your settings, and you want to bulk update all of them, you can do so by clicking on the Select: all # contacts in filter link in the text that appears at the bottom of bulk update menu.
Notes:
- If a contact is updated as a part of a bulk update, this is not recorded when you run the Last activity filter in Advanced search.
- See here the reasons why some of the contacts selected in bulk have not been updated.
Filter your contacts by their Lead source label
There are 2 options to filter your contacts by their Lead source label.
- You can use the predefined filters on the Action Stream or Contacts page in the left-hand side menu → expand the Lead source label dropdown and select the appropriate one.
- Alternatively, you can create a filter with multiple criteria including the Lead source label.
