By tracking where your leads and deals are coming from you can effectively evaluate which sources are more successful or challenging for your business. These sources are the channels or means by which these leads and deals originate. For example, typical sources may include your website, a contact made at a trade show, or activity from an existing customer.
To track sources in Sell, you need to first define your own list of sources. Sources are set up separately for leads and deals, although many of the sources themselves may be shared between the two.
Admin users can define sources. All users in your Sell account may also define sources if an Admin user allows it.
To define lead and deal sources
- Click the Settings icon (), then select Customize > Leads or Customize > Deals.
- Depending on which you’ve chosen, select either the Leads Sources or Deals Sources tabs.
- Choose which types of users can add lead sources (All users or Admins only).
- Create your list of sources by clicking the Add Lead Source or Add Deal Source buttons.
Your list of sources is immediately available and can be applied by editing leads and deals.
When you apply a source to a lead or contact, you can see that on the lead or deal card.
Your sources are also available in Sell’s activity reports so that you can, for example, track how different sources convert.
How do I make the source required for leads and deals?
Hi Hans, thanks for the question! Please check out this guide to learn how to set them: https://support.zendesk.com/hc/en-us/articles/360041514033-Working-with-mandatory-fields.
Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center
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
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?
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:
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