Lead Source

Overview

Lead Source – Business Overview

Lead Source is a simple but very important document used in Dafater to identify where potential customers come from. It helps businesses understand which marketing, sales, or referral channels are generating leads, so they can focus time and budget on what works best.

Purpose in Business Operations

The Lead Source document allows a business to classify and track the origin of every lead. Examples include: - Website - Social media - Sales calls - Events or exhibitions - Referrals - Advertising campaigns

By consistently using Lead Source, management can evaluate the effectiveness of different customer acquisition channels and make informed marketing and sales decisions.

Prerequisites and Setup Requirements

Before using Lead Source, businesses should: - Define all common channels through which leads are received - Agree internally on standard naming (for example, “Facebook Ads” vs. “Social Media”) - Ensure sales and marketing teams understand the importance of selecting the correct Lead Source

This setup is usually done once and reviewed periodically as new channels are introduced.

Typical Workflow and Business Process Fit

Marketing or sales teams identify potential customers.
When a new lead is created, the appropriate Lead Source is selected.
Leads move through the sales process (follow-ups, qualification, conversion).
Management reviews reports grouped by Lead Source to assess performance.

The Lead Source stays associated with the lead throughout its lifecycle, from first contact to conversion into a customer.

Key Business Scenarios Where Lead Source Is Essential

Marketing performance analysis
Compare how many leads and customers come from each source.
Budget planning and optimization
Identify high-performing channels and reduce spending on ineffective ones.
Sales strategy improvement
Understand which sources deliver high-quality leads that convert faster.
Management reporting
Provide clear insights into lead generation trends for leadership decisions.

Important Considerations for Users

Always select the correct Lead Source when creating a lead to maintain accurate data.
Avoid duplicate or unclear sources, as this reduces reporting quality.
Review and update Lead Source options regularly as the business grows.
Train sales and marketing teams to use consistent sources across all entries.

In summary, Lead Source is a foundational document in Dafater that supports smarter marketing, stronger sales performance, and better strategic decision-making by clearly showing where business opportunities begin.

Basic Information

Module: CRM
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
source_name	Source Name	Data	✓	-	Name identifying the lead acquisition channel or origin.
details	Details	Text Editor		-	Additional notes describing the lead source context and performance.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
Sales User	✓	✓	✓
Sales Manager	✓	✓	✓	✓

DocType	Relationship	Module
Delivery Note	Linked from	Stock
Lead	Linked from	CRM
Opportunity	Linked from	CRM
POS Invoice	Linked from	Accounts
Quotation	Linked from	Selling
Sales Invoice	Linked from	Accounts
Sales Order	Linked from	Selling