Architecture: lead source field should be on a lead or on contact?

Evaldas Taroza
Evaldas Taroza Member Posts: 6
First Comment
edited July 2023 in Sales CRM #1

I have a client who started using Pipedrive before Leads Inbox became available. We used the "lead source" field on the contact, as it was logical that every contact is actually a more or less cold lead, and then they'd call the contact and potentially create a new deal.

I saw in some projects that "lead source" was used on a Lead object (so ultimately on the deal). I can't fully decide which one is better. From one side it's about reporting, from another it's about filtering, from the third it's about convenience, etc.

Anybody has thought it through?

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited August 2021 #2

    I use it on both, although the deal source is what I use for reporting.

    When an existing client makes a repeat purchase, the person source still remains the same, but in the repeat purchase instance, the deal source is 'repeat customer'. Hope this makes sense.