Set up where leads come from (lead sources)

This guide covers the intake paths, how to manage your lead-source list, and how sources behave in the pipeline. For the full lead model, see Overview of lead characteristics.

Before you start

• A lead's source is set automatically by the intake path. Manually-created leads are the exception: they start with no source, so you fill it in from the Basics tab after creation.
• Lead sources are managed centrally in Settings > Lead generation > Lead sources, and the same list drives the filter bar on the List and Kanban views.
• Archive a source you no longer use rather than deleting it. A source that existing leads reference stays in place so your historical attribution holds, and you can restore an archived source later.

Where leads come from

Reonic seeds leads through six paths. Pick the ones that match how your team receives customers:

• **Manual creation (Reonic Portal)** — Account managers, installer admins — Walk-ins, referrals, your own outreach.
• **Manual creation (Mobile App)** — Field workers on a site visit — Capture the lead at the customer's home.
• **Public contact form (Energy House)** — Customers themselves — Embed a form on your website so customers self-serve.
• **Bulk Excel import** — Installer admins migrating data — One-time migration from another CRM.
• **Lead-broker integrations** — Third-party brokers — Aroundhome, Wattfox, Eza, Daa, Interlead, Bitrix push leads automatically.
• **Programmatic API** — Custom integrations — Your own system pushing leads in via Reonic's API.

Each path stamps the lead with a source. Lead-broker leads carry their broker name automatically. Energy House form leads and public contact-form leads both carry the Contact form source; there is no separate Energy House source. Manually-created leads start with no source, so set it on the Basics tab after you create the lead.

Add and manage lead sources

1. Open Settings > Lead generation > Lead sources.
2. Click New lead source.
3. Enter the name (for example, Trade fair — Intersolar 2026).
4. Optionally pick a colour, then save.

The new source appears in the lead-creation dropdown and in the filter bar across the List and Kanban views.

Pro tip: Rename a source to make its retired status visible (for example, Archived — Trade fair 2024) before you archive it. It keeps the filter bar tidy.

Archive, restore, or delete a source

• Archive a source you no longer want to assign to new leads, using the Archive button on the row. Confirm to archive. It stays available for filtering historical leads.
• Archive is the retire mechanism. There is no separate "inactive" status, so archiving is how you take a source out of active use.
• Toggle Show archived to see archived sources, and restore one from there whenever you need it back.
• Once existing leads reference a source, it stays in place so your historical attribution holds. Archive it rather than deleting.
• The filter bar shows every source ever assigned to a lead, drawn from your historical data, not only the currently-active ones. That's why an archived source still appears as a filter option.

Energy House leads

• Energy House form leads carry the Contact form source, the same value public contact-form submissions use. Because they share the source, filtering on lead source alone groups Energy House leads together with your other contact-form intake.
• Leads that arrive through a customer's personal Energy House link or QR code carry the same Contact form source.
• Assign the responsible Key Account Manager to each lead from the List or Kanban view. See Overview of lead characteristics for how ownership works across the pipeline.

How intake affects emails and CRM sync

• The welcome and notify emails fire for Contact form leads. When a lead arrives through a public contact form, Reonic sends the customer welcome email plus the internal notification to the assigned account manager, following your new-lead notification settings. This is why Energy House calculator leads send these emails, and why leads you create manually or bring in through the API do not.
• Every intake path fires your outbound CRM syncs. A lead you create manually in the Reonic Portal syncs to your connected CRMs (HubSpot, Pipedrive, Salesforce, Weclapp, Bitrix) the moment you save it, exactly like a lead-broker import does.

Where sources appear

• Lead-creation dropdown. Pick a source when you create a lead manually.
• Filter bar. On both the List and Kanban views, filter the pipeline by lead source. The bar lists every source ever used, archived ones included.
• Basics tab. Set or change a lead's source after creation. This is where you set it for manual leads.

Things to know

• Manually-created leads start with no source. Set the source on the Basics tab.
• Archived sources still show in filters because the bar reflects historical data, not only active sources.
• A referenced source stays in place rather than being hard-deleted, so archive it instead. Restore it later from Show archived if you need it back.
• Source drives the welcome email. Only Contact form leads trigger it.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your account manager.
• Bug reports → include the lead ID, the action you tried, and any error message, plus a screenshot and the URL where it happened, in your support email.

Related

• Overview of lead characteristics — the full lead model and lifecycle.
• Read and filter by the AI lead score — the AI lead score and filtering on it.
• Use ready-made lead-broker integrations — connecting lead brokers.
• Bulk-import leads from an Excel spreadsheet — the bulk Excel intake path.

Last updated on August 4, 2026