Sources

A source is where a prospect came from: a referral, your website, a job board, an event, a Meeting Room visit, and so on. Keeping sources consistent lets you see which channels bring in your best recruits.

Sources are managed on Settings → General, next to Labels. There is no separate Sources tab.

Only Admins and Owners see and manage the list. Anyone who can edit a prospect can pick a source that already exists.

Add a source

1. Open Settings → General and scroll to Sources.
2. Click Add Source.
3. Enter a name and an optional description (for example, which job board or campaign it covers).
4. Click Add Source.

Keep names short and consistent, such as Referral, Website, or Indeed.

Edit or delete a source

• Click the edit button on a row to change its name or description in place, then save the row.
• Click the delete button to remove a source you no longer use, so pickers and filters stay clean.

Where sources appear

• Add Prospect and Prospect Details
• Import column mapping (source applies to new prospects only)
• Pipeline filters
• Campaigns and sequence audience filters
• Automations filters ("Source (any of)")
• Reporting → Prospects, where you can break prospects down by source

People who join through a public Meeting Room link and are new to the account are created with the source Meeting Room.

Sources vs. labels

Use a source for "how did we meet them?" and a label for "what is true about them now?" A prospect has one source but can have many labels. Mixing the two makes filters harder to read.