🌐 Contact Sources in Acquaint
Contact Sources help track how a Contact was introduced to your business—whether through a walk-in, referral, online form, or marketing campaign. This is essential for understanding lead generation and optimizing outreach strategies.
📍 Accessing & Managing Sources
To view or edit Sources: File → Configuration → Contacts → Sources
You can define unlimited custom Sources to suit your business needs.
🛠️ Source Configuration Fields
|
Field |
Purpose |
|
Description |
Name of the Source (e.g. Office Visit, Referral, Social Media) |
|
Inactive |
Retires the Source from active use (removes it from lookup options) |
🧾 Default Sources
Acquaint includes these by default:
-
Direct Contact – Contact initiated directly by the individual
-
Web Site – Contact came via your online presence
-
Press – Contact originated from media coverage or advertising
💡 Best Practices
-
Use clear and specific descriptions (e.g. Facebook Ad, Rightmove Enquiry, Walk-In) to improve reporting accuracy.
-
Regularly review and deactivate outdated Sources to keep the list relevant.
-
Consider aligning Sources with your marketing channels to track ROI more effectively.