How-to guide

Configure lead sources

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Track where prospects originate for attribution and performance reporting.

Audience: AdministratorFeature: LeadPermission-aware

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Create and verify a lead source

Add a lead source in Pixie CRM with live clicks. Enter Website Enquiry, save it using the tick icon and reopen New Lead to confirm the source remains available.

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Where to goSetup → Leads → Sources

Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.

What this guide helps you do

Track where prospects originate for attribution and performance reporting. Pixie CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.

Follow these steps

Go to Setup → Leads → Sources using an administrator or appropriately permitted account.
Check the current value and understand which users, records or automated processes it affects.
Enter or select the new configuration values. Keep labels concise and use the approved business terminology.
Where credentials, email, webhooks or cron are involved, begin with a test or sandbox configuration.
Save the change and confirm that Pixie CRM reports success.
Test the affected workflow with a non-critical record and with a restricted user where permissions are relevant.
Document the operational change and use the available reset or rollback option if the result is not correct.

Settings to check

Name and companyCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Email and telephoneCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Source and statusCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Assigned staffCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Estimated valueCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Tags and descriptionCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.

Checks before you finish

Capture source consistently.
Set the correct owner.
Record meaningful next steps in notes or reminders.
Check whether the result should be visible to a customer contact or only to staff.
Confirm the final status, activity entry, generated document or notification before leaving the record.

Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.

Browse connected topics:payment check report approval sales accounting provider client portal reminders notifications email customers leads

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