You can keep track of where your leads are coming from by utilizing Lead Sources within Sprout Studio. A lead source can be anything from a word of mouth referral, a Google/internet search, or even a recent exhibitor show you participated in, basically, anywhere your client could have heard about you.

After entering this data into Sprout Studio you will be able to tell where most of your leads are coming from which can actually help you with marketing and tell you where to focus more of your efforts.

How to create a new lead source

You can add a new lead source in two different ways:

  1. From directly within a new lead through either the "Add Lead" modal, or on the Lead Overview page. Clicking the "Add Lead Source" button will expand to allow you to select an existing lead source or you can add a new one.

  2. Go to Settings > Account > Metadata > Lead Sources and click the "Edit" button to open your current list of lead sources. At the bottom of this list will be a "+ New Lead Source" button.

When adding/editing a lead source in settings you can assign it a colour, rearrange the order they are listed in so the lead sources you use more often can be at the top of the list, and merge any lead sources which may be similar to one another.

The summary of these lead sources will be displayed in your Business Health report so you can see what percentage of your leads are coming from which lead source.

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