Set up 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

• Reonic sets a lead's source automatically from the way it arrived. Leads you create by hand are the exception: they start with no source, so set it on 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 have stopped using 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. 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.

Archive, restore, or delete a source

• Archive a source you have stopped assigning 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: 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 leads carry the Contact form source, whether they come from the embedded form or from a customer's personal Energy House link or QR code. It's the same value public contact-form submissions use, so a filter on lead source alone groups Energy House leads together with the rest of your contact-form intake.
• Assign the responsible Key Account Manager (KAM) 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 notification emails fire for Contact form leads. When a lead arrives through a public contact form, Reonic sends the customer a welcome email and notifies the assigned account manager, following your new-lead notification settings. Energy House leads carry the Contact form source, so they trigger these emails too. Leads that arrive another way, for instance through Excel import or the API, send neither email, so a homeowner never gets a welcome message they didn't ask for.
• Every intake path syncs to your connected CRMs. A lead you create by hand in the Reonic Portal reaches HubSpot, Pipedrive, Salesforce, Weclapp, or 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.

Last updated on September 30, 2026