Pomio CRM keeps leads in a shared pipeline the team can see, with owners and tasks beside the work. A clear source belongs with that record — so routing and channel reports stay honest.
Source is provenance, not decoration
A source answers where the conversation started: a form, a referral, an event, outbound, or a partner. Without it, the team debates origin instead of next steps.
What breaks when the source is blank
Routing becomes guesswork, channel reports mix luck with noise, and follow-up loses the thread of how the lead arrived. Blank source turns the pipeline into a list of names without a map.
Capture source at create time
Set the source when the lead is created — before the first call or email. Later reconstruction is slower and less reliable than a field filled at intake.
How Pomio CRM keeps source visible
Leads, companies, and pipeline sit in one shared view with owners and tasks the team can see. Keep source as part of that record so reporting stays tied to the work — not a private spreadsheet beside the CRM.
A practical habit
Once a week, scan leads with an empty source. Fill what you still know, and treat the rest as incomplete intake — not ready for channel reporting.
Go deeper
Marketing source versus sales source
Marketing may track the campaign; sales may hear a different first touch. Agree which field is the team’s channel of record, and keep both honest when you need both.
Can you change a wrong source later?
Yes — correct it when you learn better. Log the change in the conversation notes so the audit trail stays clear.
Does Pomio CRM force a source?
The product shows a shared pipeline with owners and tasks. Source is a hygiene habit the team owns; Pomio CRM keeps the lead visible — it does not invent which channel produced the conversation.