STL CookbookLead Source Management
Configure sales lead sources for the website lead form and Console lead creation.
Use this to configure and manage sales lead sources, which appear as options on the website lead collection page. The list page shows configured sources and their status.
Prerequisites
Entry: Console → Marketing → Lead Source Management.
Steps
Add a lead source
Click New Lead Source in the top-right corner.
Fill in the dialog:
- Code: letters, numbers, or underscores
- Name: multilingual
- Sort Order: 1–999; higher numbers appear later in dropdown lists
- Console Only: when enabled, the source is internal only and not visible to customers
- User Notes Required: when enabled, customers must enter notes when selecting this source
Click Confirm.
The new source dialog includes code, name, sort order, and two toggles; the primary button is Confirm.
Edit a lead source
Find the target source in the list.
Click the more options menu (three dots) and select Edit.
Update information in the dialog (Code cannot be changed).
Click Confirm.
The edit dialog matches the create dialog, but code is read-only; the primary button is Confirm.
Disable a lead source
Find the target source in the list.
Click the more options menu (three dots) and select Disable.
Click Confirm in the confirmation dialog.
After disabling, the source is no longer visible to customers.
Result
After create or edit, the list shows the latest source; after disable, the source is hidden from customers.
FAQ
None