Lead Sources help your team track where transactions originate — such as referrals, advertising campaigns, or listing platforms. This information can be used to evaluate marketing performance, improve reporting, and support commission tracking or recruiting efforts.
Introduction
With custom Lead Sources, your team can measure how transactions are being generated — whether they’re coming from Sphere of Influence, Realtor.com, Google Ads, Open Houses, or other channels.
Admins can define the available lead sources, which users then apply to transactions. These sources can be included in spreadsheet exports, filtered in reports, or used to analyze agent performance and ROI.
Best Practices
- Keep your list clear and specific (e.g., use “Zillow” or “Realtor.com” rather than “Online”)
- Standardize usage across the team by limiting vague or duplicate entries
- Review sources quarterly to retire unused ones or add new campaigns
View Lead Sources
Who Can Do This: Master Admins
- Go to Admin / Settings
- Select [Lead Sources] from the left-side menu
- Review all current sources and how many transactions use each one
Add a Lead Source
- Go to Admin / Settings → Lead Sources
- Click [Add Lead Source]
- Enter the name (e.g., "Facebook Ads")
- Click [Add Lead Source] to save
Rename an Existing Lead Source
- Click the gear icon next to the lead source you want to rename
- Select Edit Lead Source
- Update the name and click [Save]
Apply a Lead Source to a Transaction
- Open the transaction
- Click into the Lead Source dropdown field
- Select the appropriate source
- Click [Save]
Use Lead Sources
View Lead Sources in Reports
Lead Sources can be included in your Transaction Spreadsheet Report. This allows you to analyze trends, calculate ROI, or see which sources generate the most closed deals.
Search for Transactions by Lead Source
- Go to the Transactions page
- Click [Filter]
- Select a Lead Source in the filter options
- Click [Filter Results] to view matching transactions