MediaClip

Your lead source changes every time they come back

October 26, 2026

0:46

Syncing a property is not the same as keeping a history. Joshua Oakes gave the example that anyone with a lead report may recognize: "we'll use most recent traffic source on the contact record as a sync property on the lead or deal. And that's how we'll report on the source of our deal."

Then: "they just came back via email. You got them via organic social, and then they clicked email, so they came in as marketing email. And so now your lead source, every time that the person interacts with anything, changes. And so your reports are varying degrees of inaccurate, depending on when you look at them, which is not what you want."

Worth checking which property your source report actually reads from.