A lead is missing its source
Filling in source on a lead after the fact.
If a lead came in without a source attached — common with a phone call or a walk-up conversation — your Today view's Leads Missing Source tile will flag it.
- 1Open the contact from Contacts or from its card in the pipeline.
- 2Add a source — referral, website, social media, or whatever fits.
- 3It'll drop off Leads Missing Source and get credited correctly in Reports going forward.
Still stuck? Reach out through Support and we'll answer directly.