How do I see where a lead came from (Google, Meta, website form, chat)?

Click on any opportunity card in the pipeline to open the detail panel on the right side of the screen. Near the top, you'll see a "Source" field. Common values include: Google, Facebook, Website, Chat Widget, or a specific campaign name. This tells you which channel generated the lead.

Click the contact name on the opportunity card to open the full contact record. Click the "Activity" tab on the left side of the contact panel. You'll see the original form submission event, which often includes the landing page URL, the campaign name, and in some cases the specific keyword or ad that drove the click.

A lead from a Google search for "hair transplant cost" is at a different stage than someone who clicked a Facebook retargeting ad. The Google searcher is probably further along and ready to discuss specifics. The Facebook lead may need more education. Knowing the source in 10 seconds changes how you open the conversation.

If you're looking for a lead and can't find it in Lead Received, check the "After Hours Chat" column on the far right of your pipeline board. Chat widget inquiries land there automatically. Their source will show as "Chat Widget" on the contact record.