Create "Contact Source" Drop-Down
under review
C
Corina Froese
Create the capability to have a standardized Contact Source list as a drop down. (i.e. Word of Mouth, Staff Referral, Google, Events, etc.)
HIGHLVL-I-2119
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J
John M
I don't know how GHL has made it even a year without this feature. Only 121 votes is so strange. Don't people want good data?
R
Robert Dicks
please please! This will stop so many errors with user input!
A
Austin Hall
Guys, this is pretty easy to do. If you're doing a lead capture form, create a custom field with the Dropdown (Single) option and call it whatever you want. We called it "How did you hear about us?"
Then in your workflow place that form as your trigger, and in your Create/Update opportunity step, use that custom field as your Opportunity Source.
I don't think it makes sense for them to change the default because this is how you can tell if this comes in via Facebook ad, funnel, etc. It's not just for organic leads and creating your own is likely the better option for those.
P
Pallavi Kothari
under review
S
Steve Gubb
Pallavi Kothari so is this correct there has been a downgrade only now under review !!
Puru Bansal
planned
Core Platform
complete
J
Jonas Douri
Core Platform this is marked as complete, but i can't seem to edit the Contact Source, am'i missing something? plz advice?
E
Ed Bedrijo
Core Platform hi. any update on this? Contact source is still in Text Input field rather than in dropdown options.
Erik Britt-Webb
Core Platform Should I just create my own "Contact Source2" field so that I can implement drop down selection, instead of the current single line field?
Jonas Douri Ed Bedrijo Corina Froese Alexa Rosario et al - what are you doing to fix this?
E
Ed Bedrijo
Erik Britt-Webb yes. just create your own. that's what we did. we added an automation to update the dropdown source field based on the standard contact source field for old contacts and also added another one to update the standard contact source field once a changed happens in the dropdown source field for new contacts.
A
Alexa Rosario
Desperately need this!
H
Hennie Vermeulen
Yes please, would improve data quality
J
Jeff Fairchild
Please allow us to change the wording to "lead source" if we want too
K
Kaylee Smith
Yessss need this
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