Lead sources
Lead sources show how a lead, customer, or enquiry first reached your business. Neptune includes a set of default sources, and administrators can add sources that match their own marketing channels.
- Open Admin > Workflow > Lead sources.
- Select Add new source.
- Enter a clear label, such as “Display centre” or “Trade show”.
- Select Save Sources.
Default lead sources cannot be changed. You can add custom sources at any time, but Neptune will not save a rename or removal while records still use that source. Change the source on the affected leads, customers, or enquiries first, then return to settings and try again. This keeps source filters and sales reports consistent.
If a report contains an older source that is missing from the filter, add that exact source label again so the affected records can be found and updated.