Customer acquisition source

Records where each customer came from on the contact card, so the business can see which channels actually send work.

Use acquisition source to preserve how a customer first came to the business.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Customers > Contacts > Acquisition source.

Choose a consistent source convention and check whether the contact already exists before adding it.

Using this guide in Canada

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (CAD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
The customer editor selects Referral as the first-touch source. This is an example classification, not a verified advertising-attribution result.
Demo screenshot. The customer editor selects Referral as the first-touch source. This is an example classification, not a verified advertising-attribution result. Select the image to view it at full size.

Step by step

  1. Open Contacts and create or open the customer.
  2. Choose the acquisition source when adding the customer.
  3. Re-entry never overwrites an existing source - the first recorded source is kept, so the lead history stays honest.
  4. Review sources across the contact list to see where new customers are coming from.

Worked example

Record a new customer as originating from a trade referral, then review that source when assessing later work from the same customer.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check the contact's first recorded source rather than attributing every repeat job to a new marketing channel.

Limits and troubleshooting

Re-entry does not overwrite an existing source. Acquisition source is recorded business information, not independently verified advertising attribution or a calculation of campaign return.

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