Architecture: lead source field should be on a lead or on contact?
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?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,306edited 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.0