Lead sources show where inquiries come from so your team can measure which channels produce useful opportunities.
Before you start
Agree on a small set of source names that staff can apply consistently.
In Releventful
Click Settings > Sales Settings > Sales Source to open the source list.
Click Add, enter a clear source name such as Website or Referral, and click Save. Use Edit and Save to correct an existing name.
Open a lead in Pipeline, choose Quick Actions > Edit Sales Info, select the source, and click Save Sales Info.
Open a sales report filtered by that source to check that the example lead appears under the intended label.