Skip to documentation
MegaHub CRM
Sign in
Browse documentation topics
Documentation / Leads

FROM ENQUIRY TO OPPORTUNITY

Setting up your lead sources

Creating a source, what each field changes, and what happens to a provider when you switch one off.

Public documentation6 min read
Explore Leads
The path from provider to agent: Provider enquiry → Validate & accept → Match customer → Assign an agent
Workflow illustration · The path from provider to agent

A lead source is where an enquiry came from. Every lead carries one, and almost every question worth asking about your spend — which vendor converts, what a booking costs you, who to stop paying — is answered by grouping on it. Setting them up properly on day one is the difference between a cost-per-acquisition report and a shrug.

Creating one

Settings → Sources → New source. The fields that matter:

FieldWhat it changes
NameWhat agents see on the lead. Use the vendor's trading name.
CodeA short handle, unique within your brokerage. It is what distribution rules match on, so changing it later means revisiting them.
TypeProvider, web, phone, referral, repeat or manual. Only Provider gets a posting key — the rest are for leads your own people enter.
Monthly cost and cost per leadYour spend with this vendor. Nothing stops a lead without them; they are what turn the source reports into money rather than counts.
TeamSends every lead from this source to one desk, before any distribution rule runs.
Batch and hourly limitsA ceiling on how many leads this vendor may post. Zero means no limit.

Giving a provider their details

A Provider source gets a posting key. The key is shown once, when it is created or rotated — it is stored hashed, so nobody, including support, can read it back to you afterwards. Send the vendor their URL and key together, and keep your own copy somewhere safe.

Read next

Switching a source off

Deactivating a source stops it posting: a request against an inactive source is refused the same way a wrong key is. It does not touch the leads it already sent you. Those keep their source, stay in the reports, and go on converting — which is the point, because a vendor you stopped paying in March still earned the orders they sent you in February.

Who can see them

The source list, and the source on a lead, are held by managers, admins, owners and anybody leading a desk. Agents do not see which vendor sent a lead — the list of who you buy from is, next to your margins, the most portable thing a departing agent could take.

Read next

Need a hand with this step?

Tell us what you tried and the result you received.

Contact support