# Lead Source

<p class="doc-lead">Lead Source master records define where leads originate — for example website, referral, trade show, or cold call. Assign a lead source on every lead for source performance reporting.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<div class="doc-toc-links">
<a href="#/crm/lead-source?id=overview">Overview</a>
<a href="#/crm/lead-source?id=fields">Fields</a>
<a href="#/crm/lead-source?id=actions">Actions</a>
<a href="#/crm/lead-source?id=usage">Usage</a>
<a href="#/crm/lead-source?id=faq">FAQ</a>
<a href="#/crm/lead-source?id=related">Related</a>
</div>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="overview">Overview</h2>

Go to <b>CRM → CRM Settings → Lead source</b> from the left menu.

The list shows all lead sources with name, created date, and Active or Suspended status. Use quick filters for Active or Suspended records.

<!-- screenshot pending: crm/images/lead-source-list.webp -->

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Reference number. |
| Name | Source name. |
| Created At | Date and time created. |
| Status | Active or Suspended. |

<b>Advanced Filters</b>

Name, Status, Created Date.

<hr class="doc-section-divider">

<h2 id="fields">Fields</h2>

| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Name | Yes | Unique name for the lead source. |

<hr class="doc-section-divider">

<h2 id="actions">Actions</h2>

<b>List:</b> New, view, edit, delete (multi-select)

<b>New form:</b> Save, Reset, Cancel

<b>Edit form:</b> Update, Reset, Cancel

<b>View:</b> edit, delete, clone, more → Activate, Suspend, Print

<hr class="doc-section-divider">

<h2 id="usage">Usage</h2>

<ul>
<li>Assign <b>Lead Source</b> on the <a href="#/crm/lead">Lead</a> form when creating or editing leads.</li>
<li>Filter the Leads list by Lead source in Advanced Filters.</li>
<li>Analyse source performance in the <a href="#/crm/reports/lead-source-performance">Lead Source Performance</a> report.</li>
<li>Filter the <a href="#/crm/reports/lead-owner-report">Lead Owner Report</a> by Lead source.</li>
<li>Lead Source may be mandatory on lead save when configured in <a href="#/crm/crm-settings">CRM Settings</a>.</li>
</ul>

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<p><b>Can I delete a lead source in use?</b><br>
Deletion may be blocked if leads reference the source. Suspend inactive sources instead.</p>

<p><b>Can I make Lead Source mandatory?</b><br>
Yes. Add Lead Source to mandatory fields on <a href="#/crm/crm-settings">CRM Settings</a> — recommended so <a href="#/crm/reports/lead-source-performance">Lead Source Performance</a> has complete data.</p>

<p><b>Why do reports show Unknown source?</b><br>
Leads saved without a lead source appear as Unknown on performance reports. Edit leads or enforce mandatory Lead Source on save.</p>

<p><b>What happens when I suspend a lead source?</b><br>
Suspended sources are hidden from selection on new and edited leads. Existing lead records keep their source value.</p>

<p><b>Can I filter the lead list by source?</b><br>
Yes. Use Advanced Filters on <a href="#/crm/lead">Leads</a> or filter by Lead Source on CRM reports.</p>

<p><b>Should I delete or suspend unused sources?</b><br>
Suspend sources you no longer use for new leads. Delete only when no leads reference the source and deletion is not blocked.</p>

<hr class="doc-section-divider">

<h2 id="related">Related</h2>

<ul>
<li><a href="#/crm/lead">Leads</a></li>
<li><a href="#/crm/crm-settings">CRM Settings</a></li>
<li><a href="#/crm/reports/lead-source-performance">Lead Source Performance</a></li>
</ul>