Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on "Profile" icon in the top-right corner of the header
2. Then click on "Company settings" option in the dropdown menu under COMPANY OVERVIEW section
3. Next click on "Data fields" link in the left sidebar menu
4. Next click on the row containing "Source channel" field to edit it
5. Here you will find a list associated to your source channel
6. Finally click on "Save" button in the green color at the bottom of the edit field modal
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Why should you use this feature?
Pipedrive is an intuitive sales management tool designed to help businesses streamline their sales processes with ease.
By setting up the default source channel list in Pipedrive, you can effortlessly organize and categorize leads according to their channels of origin.
This feature optimizes your lead management, ensuring that each lead is accurately attributed to its source, empowering better decision-making and insightful sales strategies.
Ultimately, utilizing this capability enhances your team’s efficiency by providing a clear overview of source performance.
Last update
December 15, 2025
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