Assigning a parent to a lead source is a crucial step for organizing your marketing efforts and simplifying reporting. By grouping related sources (e.g., "Facebook Ads" and "Facebook Marketplace") under a single parent (e.g., "Facebook Parent"), you can get a clearer, high-level view of your lead generation performance in reports.


This guide outlines two methods for assigning parent sources.

Method 1: Assigning a Parent to a Single Source

Use this method when you need to update one source at a time.

  1. Navigate to Lead Sources

    • From the Dashboard, go to Marketing -> Lead Sources.

  2. Find Your Source

    • Use the filters at the top to narrow your search. To group sources from external providers, select Third-Party Only from the dropdown menu on the far right.

    • You can also use the Search bar to find a source by name.

    • Hint: For third-party sources, the provider's name will be displayed next to the 3rd icon in the "Source" column.

  3. Edit the Source

    • Once you have located the source, click the Edit button (pencil icon) on the far right of its row.

  4. Assign the Parent

    • A pop-up window will appear. Click the Parent dropdown menu.

    • Select the desired parent source from the list.

  5. Save the Change

    • Click the Save button to confirm. The source will now be nested under its new parent in the list.



Method 2: Assigning a Parent to Multiple Sources in Bulk

Use this method to assign the same parent to several sources at once, which is much faster for large-scale organization.

  1. Navigate and Filter

    • Go to Marketing -> Lead Sources.

    • Use the search and filter options to display the group of sources you wish to update.

  2. Select Multiple Sources

    • Click the checkboxes in the column on the far left for each source you want to assign to the same parent.

  3. Open the Bulk Action Menu

    • As you select sources, the orange button at the top will update to show how many are selected (e.g., "3 Selected"). Click this button to reveal a dropdown menu of actions.

  4. Assign the Parent

    • From the dropdown menu, select the Assign Parent action.

    • A new field will appear. Select the desired parent source from the dropdown list.

    • Confirm your choice to apply the change to all selected sources.