Sources

A source is where a prospect came from — referral, import, website, job board, Meeting Room, and so on.

Sources are managed on Settings → General, not a separate tab.

Add or edit sources

1. Open Settings → General.
2. Find Sources.
3. Add the names your team uses. Keep them short and consistent (Referral, Website, Import).
4. Remove unused names so filters stay clean.

Admin and Owner manage the list. Anyone who can edit a prospect can pick an existing source.

Where sources appear

• Add Prospect and Prospect Details
• Import column mapping
• Pipeline Filter
• Campaigns audience filters
• Automations filters
• Reporting breakdowns (Prospects tab)

Public meeting-room visitors who are new to the account are created with source Meeting Room.

Tips

Use sources for “how did we meet them?” and labels for “what is true about them now?” Mixing those two lists makes filters harder to read.