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Customize your lead source options

Adjust your lead source options to best describe where they're coming from, and learn where they appear in your projects.

Updated over a week ago

Customize your lead sources to better understand where your business is coming from and identify the most effective channels to connect with new clients. HoneyBook supplies a range of commonly used lead sources to begin with, but you can adjust this list to fit your needs.

Once you have organized your leads, you can include them as options in your contact form, allowing your customers to select how they heard about you. You can also manually update the lead source for each project.


Edit your lead source list

  1. From the top menu, select your profile photo > Company settings

  2. Select the Preferences tab

  3. In the Data management section, select Edit next to Lead sources

  4. From here:

    1. Add a new lead source by selecting + Add Source

    2. Edit your lead source list by hovering over the lead source > select the pencil icon > rename the lead source

    3. Delete a lead source by hovering over the lead source > select the trash can icon > select Ok, Delete

  5. Select Save Changes

Once you've started categorizing, you can check out your Leads Report in HoneyBook, to better understand where your clients are coming from.

Where lead sources appear in HoneyBook

These lead sources will appear in your project workspace alongside other settings, like the project stage.

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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