How to Create and Configure Lead Sources in SalesExec

Lead Sources in SalesExec identify the specific providers, platforms, websites, or other origins responsible for generating your leads.

For example, your organization may receive leads from Google Ads, Meta Ads, third-party lead providers, affiliate partners, or its own website.

Configuring Lead Sources helps your sales and marketing teams understand where leads originate, organize incoming inquiries, and measure performance across different acquisition methods.

Lead Sources work alongside Marketing Channels and Campaigns to provide a more detailed view of your marketing efforts.

In this example, the Marketing Channel identifies the broad acquisition category, the Lead Source identifies the specific origin, and the Campaign identifies the individual marketing initiative.

This structure helps organizations compare the performance of different lead providers and marketing investments.

SalesExec Lead Sources allow administrators to:

This opens the administration screen where you can add and manage your organization's Marketing Channels, Lead Sources, and Campaigns.

Screenshot: Navigating to Marketing Channels, Lead Sources and Campaigns.

At the top-right of the configuration screen, you can switch between:

Select Lead Sources to view or manage your existing sources.

Examples of Lead Source names include:

Choose names that clearly identify where your leads originate.

Important: SalesExec does not prevent administrators from creating duplicate Marketing Channel, Lead Source, or Campaign names. Use unique, consistent names to avoid confusion and reporting inconsistencies.

Select the appropriate Owner for your Lead Source.

SalesExec supports ownership at both the corporate and branch levels.

Corporate Ownership

When a Lead Source is assigned to the corporate level, users throughout your organization can access it when manually adding leads.

This is useful for lead providers and marketing platforms shared across multiple branches.

Branch Ownership

When a Lead Source is assigned to a specific branch, access is limited to users associated with that branch.

This is useful when individual branches work with different lead providers or operate their own marketing programs.

Example:

A home services company operates branches in Phoenix, Tucson, and Las Vegas.

The company uses Google Ads across all three locations, so the administrator assigns that Lead Source to corporate ownership.

The Phoenix branch also purchases leads from a local lead generation provider. The administrator assigns that Lead Source to the Phoenix branch so only users associated with that branch can select it.

Why ownership matters: Correct ownership helps ensure representatives have access to the appropriate Lead Sources when manually entering leads.

After entering the Lead Source name and selecting its owner:

You can also use this screen to edit existing Lead Sources.

Screenshot or animation: Adding a Lead Source and selecting its name and owner.

Once your Lead Source has been created, review how it fits into your organization's marketing attribution structure.

Use Marketing Channels, Lead Sources, and Campaigns consistently to distinguish broad acquisition methods, specific lead origins, and individual marketing initiatives.

For example:

If leads are delivered automatically from external providers, review the applicable integration or posting instructions to ensure the correct Lead Source information is associated with incoming records.

Use SalesExec reporting to analyze how leads from different sources progress through your sales process.

Depending on the report and configuration, relevant performance measures may include:

Comparing these results helps organizations identify which lead providers and acquisition methods generate valuable sales opportunities.

Use Clear, Consistent Names

Choose names that identify the actual provider or origin.

For example, Google Ads and Meta Ads are more descriptive than Online Leads 1 and Online Leads 2.

Avoid Duplicate Lead Sources

Although SalesExec allows duplicate names, maintaining unique Lead Sources helps prevent attribution and reporting confusion.

Assign Ownership Carefully

Use corporate ownership for sources shared throughout your organization and branch ownership for sources intended for a particular location.

Keep Your Lead Source List Organized

Review your sources periodically and identify outdated or redundant entries.

Coordinate with Marketing and Sales Teams

Ensure both teams use the same Lead Source definitions.

Review Lead Integrations

When adding a new lead provider or changing an existing integration, verify that incoming leads are associated with the intended marketing information.

A Lead Source identifies the specific provider, website, advertising platform, or other origin responsible for generating a lead.

A Marketing Channel identifies the broad acquisition category, while a Lead Source identifies the specific origin.

For example, Paid Search may be the Marketing Channel, while Google Ads is the Lead Source.

A Lead Source identifies where the lead originated, while a Campaign identifies the specific marketing initiative associated with that lead.

For example, Google Ads may be the Lead Source, while Phoenix Pest Control – October is the Campaign.

Use corporate ownership when the Lead Source should be available throughout your organization. Use branch ownership when it should be available only to users associated with a specific branch.

Yes. SalesExec allows duplicate Lead Source names, but unique naming is recommended to maintain accurate attribution and avoid confusion.

Yes. Administrators can manage existing Lead Sources from the Marketing Channels, Lead Sources and Campaigns settings screen.

Lead Sources help organizations identify where leads originate, organize marketing information, and evaluate the performance of different acquisition methods.