Contact source types

A contact's Source records where the lead came from. Tracking it accurately helps you understand which channels drive your pipeline and powers your reporting.

The sources

• Direct — came to you directly (the default for manually added contacts).
• Website Form — submitted a form on your website.
• Paid Ads — arrived through a paid advertising campaign.
• META ADs — came specifically from Meta (Facebook/Instagram) advertising.
• Cold Outreach — generated through your own outbound prospecting.
• Events — met at an event, conference, or webinar.
• Imported — brought in through a data import.

Where source appears

• In the create and edit contact forms, as a dropdown.
• As the Source column in the Contacts list.
• On the Customer Information panel of the contact detail page.

Tips

• New contacts default to Direct — change it to the real channel so your source data stays meaningful.
• Filter or review by source to see which channels bring in your best leads.