The source field on a contact allows you to keep track of where a contact came from.
In this article:
Adding a source to contacts
Contacts can be added to a source in many different ways:
Portal enquiries - the source will be set to the name of the portal (eg. Realestate.com.au)
Website enquiries - the source will be set to website
Inspection attendances - the source will be set to open house
By editing the contact - you can set the source manually on a contact either in the web or mobile app
Third party websites/platforms - When importing leads using Zapier or through our API (eg. facebook ad leads) the lead will be set to whatever is defined in the Zapier action or API payload
Filtering contacts by source
You can find contacts or associated records using the contact source filters as outlined below:
Contacts > Source
Address > Owner > Source
Address > Tenancy > Source
Appraisal > Vendor > Source
Listings > Vendor > Source
Listings > Purchaser > Source
Contracts > Vendor > Source
Contracts > Purchaser > Source
Application > Applicant > Source
Application > Landlord > Source
For any further assistance with managing your contact sources, please contact the Eagle Support Team P: (03) 9016 0444 E: [email protected].