We want to make manually creating Leads and Contacts as easy as possible. For this reason, we don’t ask them to fill out detailed Attribution information via the ‘Processing’ fields, as we do for automated processes like web forms and list uploads. Instead, we ask that they set a value in Lead Source. The system will automatically use the value in ‘Lead Source’ for the attribution of Engagements generated from a Lead or Contact creation if the ‘Processing’ fields are blank.
Thus, we recommend that the ‘Lead Source’ field has as few meaningful values as possible, that all teams are aligned on their definitions, and that it is required, at least for manually created Leads and Contacts.
Example values:
Sales - List Import
Sales - Outside Sales
Sales - Inside Sales
Sales - Tradeshow/Event
Sales - Referral
Marketing - Inbound Call/Email
Marketing - List Import
Marketing - Paid Media List Import
Marketing - Tradeshow/Event
Marketing - Website
Channel - Deal Registration
Other/Unknown
See the related Attribution Logic for Lead/Contact Creation article.