Tracking lead and deal sources

Return to top


  • Helphouse

    How do I make the source required for leads and deals?

  • Kaja

    Hi Hans, thanks for the question! Please check out this guide to learn how to set them:

    Warm Regards

    Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center

  • dianakurth

    Hi, why can't a contact have a source?

    I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

    the field does not even exist by default in contact cards...

    thank you for your opinion, best regards, Diana

  • Laura Hippert
    Hi Diana! I see that you were able to post your feedback on the Lead Source functionality on our Product Feedback Forums (Link to Feedback), so thank you for that! At this time, this field moves to the Deal - as you mentioned, so our recommendation is to create a custom field for Contact, and update that information - if you would like to see it there! See: When I convert a lead into a contact, what happens to the source field?
  • Atzel Collazo


    How can I import new leads with the source field? Like in the example that you have, I've created a column with the Source IDs I have in Zendesk but when I'm importing them, I do not see the Source field. How can I do it?

  • Dion
    Zendesk Customer Care
    Hello Atzel,

    You can add a column called "Source" in your file and then you can map it to the source field during the import. You can check the screenshot for an example:


  • Atzel Collazo

    Thanks Dion


Please sign in to leave a comment.

Powered by Zendesk