Lead sources and revenue by lead source
Track where customers heard about you and what each source brings in.
Off until an admin turns it on in Settings > Modules > Lead Sources. Every choice is a setting on its page's Settings button.
- Edit a customer and pick a Lead Source. The list is yours to change in Lead Sources Settings.
- Open Reports > Revenue by Lead Source for customers, won estimates and payments per source. Export CSV for a spreadsheet.
Turn on Required On New Customers to make sure every new customer gets one.
Where and How
lead_sources.where_they_heard_about
Where they heard about you. The list is in Lead Sources settings.
By Lead Source
Marketing › Lead Sources
Where your customers come from and what each source brings in.
What It Does
Counts customers, new ones, active, won estimates and payments for each lead source.
What It Changes
Read only. Set a customer's Lead Source on their Edit page.
How to Use
- Pick the dates.
- Compare Payments and Per Customer.
- Spend more on the sources that pay best.
By Lead Source
Marketing › Lead Sources › By Lead Source
Customers, Active and Per Customer count everyone today; New, Won and Payments count these dates.
From the same help as the card in the app.
Updated 10/23/26