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Lead sources record how a lead found you — your website, a phone call, a referral partner, Thumbtack, and so on. This page is where you define the list your team picks from on the lead form. Each source can also map incoming leads to itself automatically, and can ask for a salesperson or referral contact whenever someone chooses it.
Managing lead sources is an Admin task. You’ll find it under Settings, and only team members who can manage workspace settings can open it.

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Open Lead Sources

1

Go to Settings

Open Settings from the main navigation.
2

Open Leads

Under Sales & Operations, choose Leads. The Leads settings open on the Lead Statuses tab.
3

Switch to Lead Sources

Click the Lead Sources tab. You can also type “sources” or “attribution” in the settings search to jump straight here.

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Read the sources list

Each row shows:
  • Name — the label your team sees in the Lead source dropdown. Sources set up by an integration carry a System badge.
  • Slug — a short identifier for the source (lowercase letters, numbers, and hyphens).
  • External Keys — the identifiers that map incoming leads to this source, shown as badges. A dash means the source has none.
  • Order — where the source sits in the dropdown. Lower numbers come first.
  • Status — an Active or Inactive badge.
Use the Search by name… box to find a source, and click a column heading to sort. On a phone, each source appears as a card with its badges and a menu for Edit and Delete.

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Create a source

1

Start a new source

Open the Create New menu in the top-right corner and choose Lead Source. The Create New Lead Source page opens.
2

Name it

Enter the Source Name, for example Google Ads or Home show. This is what your team sees on the lead form.
3

Set the slug

Enter a Slug, such as google-ads. Use lowercase letters, numbers, and hyphens only. Each slug must be unique in your organization.
4

Add a description (optional)

Use Description to note when the team should pick this source.
5

Decide if it's active

Is Active is checked by default. Uncheck it to set the source up without offering it yet.
6

Set the order

Enter a Sort Order, a whole number of 0 or more. Sources are listed in this order on the lead form.
7

Choose whether it's the default (optional)

Check Is Default to make this the fallback source for incoming leads that don’t match any other source. See Choose a default source.
8

Add external keys (optional)

Click Add Key for each identifier that should map incoming leads to this source. See Map incoming leads with external keys. Click the trash icon next to a key to remove it.
9

Set the referral requirements

Choose None, Optional, or Required for Internal Referral Info and External Referral Info. See Require referral details.
10

Save

Click Create Source. You’ll see Lead source created successfully, and the new source appears in the list.
If the slug is already taken, the save stops with a message that a lead source with that slug already exists. Pick a different slug and try again.

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Choose a default source

Your organization can have one default source. It only matters for leads that arrive automatically, such as website form leads:
  • When an incoming lead doesn’t match any source, it’s credited to the default.
  • The identifiers that lead carried are added to the default’s external keys, so similar leads match it directly next time.
  • If you have no default, or the default is inactive or a system source, Menaia creates a new source for the lead instead. It’s named after the identifier it came in with, and you can rename or tidy it up here later.
Leads your team enters by hand never use the default. They get whatever source the person picks. If another source is already the default, the save is rejected with a message saying only one lead source per organization can be the default. Edit that source, uncheck Is Default, save, then try again. For the full matching order, see Lead source for automated leads.

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Map incoming leads with external keys

External Keys are the identifiers that leads from other channels carry, so Menaia can credit those leads to the right source without anyone choosing it by hand.
  • Website and campaign leads. Automated leads carry tracking details: the campaign source, the campaign medium, or the website they came from. Menaia checks, in order, the campaign source and medium joined by a hyphen (for example google-cpc), then the campaign source alone (google), then the website’s domain. The first active source with a matching key wins.
  • Marketplace conversations. When you convert a Communications conversation from a marketplace to a lead, Menaia credits the source whose external key matches that platform, such as yelp, angi, facebook, or thumbtack. If no key matches, a source whose slug matches the platform is used. For the Google platforms, add the same value you’d enter in Zapier’s Source Platform field as the key.
Enter keys in lowercase. Menaia lowercases the identifiers it receives before matching, so a key typed as Google won’t match.
Only active sources are matched by their keys. If you deactivate a source, incoming leads that would have matched it are handled as if nothing matched.

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System sources

Some sources are set up by an integration and carry a System badge. For example, connecting Thumbtack sets up a ThumbTack source, so leads you convert from Thumbtack conversations are credited to it. A system source must stay in place for its integration to work, so:
  • Its External Keys are read-only. Add Key is disabled, and the form notes that the keys are managed by the integration.
  • It’s always active. Is Active can’t be unchecked.
  • It can’t be deleted.
You can still rename it and change its description, order, and referral requirements.

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Require referral details

The two referral settings decide what the lead form asks for when someone picks this source. Each can be None, Optional, or Required, and both start as None.
  • None hides the field or section.
  • Optional lets the person add it. For an outside referrer, they click Add Referral to show the contact fields.
  • Required shows it right away, and the lead can’t be saved without it.
A change here applies the next time someone picks the source on a lead. For how this looks while creating a lead, see Set the lead source, confidence, and referral. For the exact field rules, see Lead source and referral requirements.

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Edit a source

1

Open the source

Click the pencil icon on the source’s row. On a phone, open the card’s menu and choose Edit.
2

Make your changes

Update any of the fields on the Edit Lead Source page.
3

Save

Click Save Changes. The button stays disabled until you change something. Click Cancel to go back without saving.

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Turn a source on or off

To stop offering a source without deleting it, edit it, uncheck Is Active, and save. An inactive source:
  • Drops out of the Lead source dropdown on the lead form and the source filter on the Leads list.
  • Stays on leads that already have it.
  • Is no longer matched by its external keys, and isn’t used as the default.
Check Is Active again at any time to bring it back. System sources can’t be turned off.

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Delete a source

1

Choose the source

Click the trash icon on the source’s row. On a phone, open the card’s menu and choose Delete. System sources don’t offer this option.
2

Confirm

The Delete lead source? window warns that the source will be permanently deleted. Click Delete to finish.
You can’t delete a source that any lead still uses. The delete fails with “Cannot delete a lead source that has leads assigned to it. Reassign leads first.” Change those leads’ source first, or turn the source Inactive instead, which keeps your history intact.

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What’s next

Set the lead source, confidence, and referral

See how sources and referral requirements show up when your team creates a lead.

Statuses

Set up the lead statuses on the tab next door.