Before you begin
Important
You must have Admin access to create, edit or delete Lead Sources.
If you do not have Admin access, speak to your business owner or system administrator.
Access lead source settings
Open Mercury Nexus.
Select the Admin app.
From the left-hand menu, select CRM Settings.
In the top menu, select Lead Sources.
Create a new lead source
Select + Add to open the Manage Lead Source window.
Enter a clear and descriptive name for the Lead Source.
Choose who can access the Lead Source:
Select All to make it available to all users.
Select Select who can view the lead source, then choose the relevant Virtual Branch to restrict access.
Select OK to save.
The new Lead Source will now be available on Opportunity records for the selected users or branches.
Tip
Use consistent naming conventions (for example, “Google Ads – Brand” or “Referral – Accountant”) to improve reporting clarity.
Edit or rename a lead source
Highlight the existing Lead Source.
Update the name or branch access settings.
Select OK to save your changes.
Delete a lead source
Highlight the Lead Source you want to remove.
Select Delete.
Select OK to confirm.
Note
Consider reviewing existing Opportunity records before deleting a Lead Source, as it may impact reporting consistency.
Assign a lead source to an opportunity
When creating or updating an Opportunity:
Locate the Lead Source field.
Select the appropriate source from the dropdown list.
Accurate selection ensures your reporting reflects where business is generated.
Why this matters
Maintaining accurate Lead Sources allows you to:
Track marketing return on investment (ROI)
Identify high-performing referral partners
Analyse performance by Virtual Branch
Make informed marketing budget decisions
Review your Lead Source list regularly to remove duplicates and maintain consistency.
Need help?
If you need help setting up or managing Lead Sources in Mercury Nexus, contact your Partnership Manager or email [email protected].