Lead Source
A Lead Source within ERPNext is the particular channel or source from where a potential lead originates. It is essential to track lead sources so that one may know what marketing efforts are performing best, determine the high-conversion channels, and allocate budget wisely. In the recent ERPNext, Lead Sources can also be mapped to marketing automation workflows so that one can have more in-depth analytics and more focused follow-ups.
Examples of lead sources
- The usage of contact forms on websites
- Facebook advertising (Facebook, LinkedIn, Instagram, and so on).
- Email advertising campaigns
- Trade show, conferences, and event
- Paid ads (Google Ads, Facebook Ads, etc.)
- Partner and referral programs
- Walk-ins or inbound calls
To read the list of Lead Sources, visit:
1. Making a Lead Source
- Locate the Lead Source list and, select New.
- Type in the Source Name.
- (Optional) Include a Description or Details field entry to provide more information about the source—for instance, campaign goals, targeting strategy, or channel details.
- Save the record.
Within the latest ERPNext, you can:
- Set default Lead Sources for particular campaigns so that all leads created are tagged automatically.
- Utilize Data Import to bulk import various lead sources if your marketing channels are numerous.
- Associate lead sources with Opportunities and Sales Orders for complete end-to-end tracking from lead acquisition to revenue generation.
Keeping a defined list of Lead Sources in ERPNext allows companies to not only track the number of leads per channel but also determine ROI per source, perform conversion rate reports, and define sales targets by lead source.