Customer sources are a simple but powerful way to see where your customers are coming from. Tracking this valuable data helps you understand which channels bring in the most leads and where to focus your marketing efforts for maximum impact.

To get started with adding your customer source options:

Below the source options, you'll see a toggle switch. Turn this on if you'd like to make selecting a customer source mandatory whenever a new customer is added. This ensures consistent data collection across your team.

Once your sources are configured, whenever you create a new customer record, you'll be able to specify exactly how they found you. This creates a valuable database of customer acquisition information.

If you're interested in staying updated on the latest trends and discovering which sources are making the biggest impact, simply open the Customer Source Report found in the Reports menu. This helpful report provides a clear overview of where your customers are hearing about you, supporting you in making informed, data-driven decisions to enhance your marketing strategy.

Setting up customer source tracking is a straightforward process that delivers powerful insights into your customer acquisition channels. By understanding where your best customers come from, you can optimise your marketing spend and focus on the channels that deliver the highest return on investment. With your customer sources configured and the reporting tools at your fingertips, you're all set to start making more informed business decisions based on real customer data.