If you want a clearer picture of where your new contacts are coming from, you can now group Contacts widgets by source inside your CRM dashboards and reports. This makes it easier to spot which channels are bringing in the most people, so you can make smarter decisions about where to spend your time and money.

📌 Why This Matters

Knowing where your contacts come from helps you understand what is actually working in your business. Whether people are finding you through ads, referrals, forms, social media, or other channels, this view gives you a simple way to compare results at a glance. It also creates a more consistent reporting experience if you already review source data in other parts of your CRM.

✨ What’s New

• Group Contacts by Source: You can organize Contacts widgets by source in dashboards and reports to see where contacts originated.
• Quick Source Breakdown: View contact counts by source so you can easily compare which channels are bringing in the most leads.
• Consistent Reporting View: Source grouping now works the same way for Contacts as it does in other CRM areas, making reports easier to read and use.

🛠️ How to Use It

1. Step 1: Open your dashboard and add a Contacts widget, or edit one you already use.
2. Step 2: In the widget settings, open the Group By dropdown menu.
3. Step 3: Select Source to sort your contacts into source-based groups.
4. Step 4: Review the results to see which sources are sending the most contacts your way.

💡 Pro Tip

Check your top contact sources every month so you can put more budget into the channels bringing in real leads and sales.