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:

Manage Lead Sources
Assign Lead Sources to contacts
Assign in bulk
Filter contacts by Lead Source Label

Add/Edit/Remove Lead source labels


1
From the Action Stream page or the Contacts page → hover with the cursor over Lead Source in the left-hand side menu → click on the cog wheel icon.

Action Stream l hover over Lead Source labels on the left hand side and select the cog wheel


2
Make any changes as required in the Add/Edit lead source pop-up → click Save.
  • Click on Add lead source to create a new one.

Add/edit lead source pop-up window l Add lead source


  • Edit the name of existing Lead source labels by clicking into the textbox.

Add/edit lead source pop-up window l edit existing lead source

  • Remove a Lead source label by selecting the X icon.

Add/edit lead source pop-up window l remove lead source


Notes:


Assign to individual contacts

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1
To update a contact individually, open the appropriate contact → select the pencil icon to edit the contact.

Contact Profile l Select the pencil icon to edit the contact.


2
Scroll down to the Lead source labels fieldselect an option from the dropdown.

Edit Contact info l scroll down to Lead source label field to select an option from the dropdown.




Assign the Lead source label in bulk

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1
Select the appropriate contacts or organizations from any list view within the CRM → in the bulk update menu at the top select the 3-dots menuAdvanced updates....

Action Stream l Bulk update menu l click on the 3-dots menu l Advanced updates...


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 the bulk update menu.


2
In the Advanced bulk updates pop-up, select Lead source from the first dropdown → in the For selected contacts set to drop-down, choose the new Lead source label you wish to apply → Apply.

Advanced bulk updates pop-up window | select Lead source | Apply


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

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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 menuexpand the Lead source label dropdown and select the appropriate one.

Action Stream | Lead source label dropdown (left-hand side)


  • Alternatively, you can create a filter with multiple criteria, including the Lead source label.

Create a new filter | Select Lead source label from the first dropdown

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