Lead Sources
Know Where Every Lead Came From.Lead source tracking from one shared list, so every source is spelled one way.
Pick each lead’s source from a list you control instead of typing it, so Facebook Ads, facebook ads and FB never become three answers. Ten common sources come ready to use. Add your own, rename them once, and see a live count of the leads that came from each.
- Ten sources ready to use
- Live count per source
- Included on every plan
How it works
- A lead arrivesFrom your website, search, a partner or elsewhere
- Source picked from a listNever typed, so never misspelled
- Referrer noted separatelyWho sent them stays its own field
- Counted liveLeads per source, the moment you ask
Clean Source Data. Numbers You Can Trust.
Reps pick from the list, so the same source can never arrive three different ways on three records.
Leads are counted against each source the moment you look, not taken from a figure stored last week.
Change the name of one of your sources and every lead holding it follows, without anyone touching a record.
Who referred a lead is its own free-text field, so one-off names never pile up in your source list.
Source Tracking in Three Steps.
Set Up Your List
Use the ten built-in sources and add your own beside them, each with a color and a place in the order.
Give Every Lead a Source
Reps pick the source from the list, and note who referred the lead in its own field.
See What Works
Check how many leads came from each source, counted live at the moment you ask.
What Is Lead Source Tracking, and Why Does Spelling Matter?
Lead source tracking records where each lead came from, such as your website, organic search or a partner, so you can track where leads come from and which channels bring in business. In Adoptiv the source is picked from one shared list, never typed, so the numbers add up.
That is the trouble with a free-text CRM lead source field: one channel arrives as Facebook Ads, facebook ads and FB, and your lead source report splits one answer three ways. Here each source is an entry with a name, a color and a position, and the lead points at the entry, not at its spelling.
Ten lead source examples come built in, from website and organic search through to partner and other. They are fixed, so nobody renames them by accident. Add your own beside them, and when you rename one of yours, every lead holding it follows. A source still in use can’t be deleted, and only people with workspace settings access can edit the list.
Counts are worked out live whenever you ask, so they are never stale. The referral source, the person who sent you the lead, is a separate free-text field, so one-off names don’t clutter the list. Filter any list by source with saved views, bring files in with bulk import, and see the source on every lead.
A Lead Source List Your Whole Team Shares.
Website and organic search through to partner and other, each with a color, ready on day one.
Add the channels you use, each with a color and a place in the list.
Rename one of your sources and every lead holding it updates with it.
Leads counted against each source whenever you look, never from a stored figure.
Free text for the person who sent the lead, kept out of the source list.
Only people with workspace settings access edit it, and a source in use can’t be deleted.
For Teams That Pay for Their Leads.
Lead Source Tracking vs a Typed-in Source Column.
| What | A free-text source column | With Adoptiv |
|---|---|---|
| Spelling | A free-text source column: Facebook Ads, facebook ads and FB | With Adoptiv: One entry, picked from a list |
| Renaming a channel | A free-text source column: Fix every row by hand | With Adoptiv: Rename once and every lead follows |
| Counting leads per source | A free-text source column: Clean the column, then pivot it | With Adoptiv: Counted live whenever you ask |
| Referrals | A free-text source column: Each name becomes a new source | With Adoptiv: A separate free-text field |
| Deleting a source | A free-text source column: Old leads lose their answer | With Adoptiv: Blocked while any lead still holds it |
Lead Sources Questions, Answered.
What is a lead source?
Where a lead came from, such as your website, organic search or a partner. Tracking it tells you which channels bring in business.
Which lead sources come with Adoptiv?
Ten, from website and organic search through to partner and other, each with a color. They are fixed, so they can’t be renamed or deleted, and your own sources sit beside them.
Can I add my own lead sources?
Yes. Add your own beside the ten, each with a color and a place in the list. Rename one and every lead holding it follows.
How do I track where leads come from?
Give each lead a source from your list. Adoptiv counts the leads against each source whenever you look, so the numbers are always current.
Can I delete a lead source?
Only one of your own, and only when no lead holds it. The ten built-in sources can’t be removed.
Is lead source tracking the same as lead source attribution?
Close. Attribution usually means crediting results to the channel that produced them. In Adoptiv each lead holds one source from your shared list, and leads are counted per source live.
Who can edit the lead source list?
People with the workspace settings permission, and workspace admins.
Can a spreadsheet import create new lead sources?
No. Sources come only from your list, so no column in a file can invent a new one partway through an import.
Where do I record who referred a lead?
In the referred-by field, which is free text beside the source. That keeps one-off names out of your source list.
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