Configure the Lead Pipeline and Lead Sources
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Written by Marcus Burk

[ ] Stage definitions documented.
[ ] Sources created and deduplicated.
[ ] Owner and follow-up required in procedure.
[ ] Consent capture tested.
[ ] Duplicate and conversion flows tested.
[ ] Startup limit tested if enabled.

Reviewed 2026-07-15
https://detailoar.com/software-guides/configure-the-lead-pipeline-and-lead-sources