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CRM configuration: Data Sources

Define where a contact, company or deal originated — inbound form, partner referral, sales prospecting — so attribution and acquisition reporting work.

Data sources are the catalogue of acquisition channels. Every contact, company and deal carries a Source field; the values in that dropdown live here. Once defined, sources feed pure bont's acquisition reporting, funky bont's CAC view and segment filters everywhere.

Open it

Settings → App Settings → CRM configuration → Data Sources.

Data Sources configuration page with an editable list of source names and a quick-preview action per row
Each row is a source; the preview action shows where it's currently used.

Adding a source

Click + Add. Type the source name (e.g. "Inbound website", "Partner — HubSpot marketplace", "Outbound — pitch bont"). Save. The source is immediately available in every Source-field dropdown.

Editing or removing

  • Rename — click the row to edit inline. Existing records carrying the source update automatically (it's a foreign-key relationship, not a text copy).
  • Preview — the eye icon shows how many records currently use this source — useful before deleting.
  • Delete — the trash icon. Records that used the deleted source revert to "No source" until reassigned.

Where the field appears

  • Contact and Company creation modals.
  • Contact / Company / Deal Details sidebars.
  • Bulk-attribution flows during Data Import (see CRM configuration: Data Import).

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