---
title: "Managing Deal Sources in ClearCRM (Setup > Deals > Sources)"
description: "This article explains how to manage Deal Sources in ClearCRM, which categorize where deals originate."
url: https://help.clearcrm.com/en/articles/10767167-managing-deal-sources-in-clearcrm-setup-greater-deals-greater-sources
collection: "Deals"
updated: 2026-03-30
language: en
---

# Managing Deal Sources in ClearCRM (Setup > Deals > Sources)

This article explains how to manage Deal Sources in ClearCRM, which categorize where deals originate.

## **Accessing the Deal Sources Dashboard**

1.  Navigate to **Setup > Deals > Sources**.
    
2.  The dashboard displays a table with three columns:
    
    -   **ID** – Unique identifier for each source.
        
    -   **Source Name** – Name of the deal source (e.g., "Referral," "Email Campaign").
        
    -   **Options** – Actions to **Edit** or **Delete** a source.
        

## **Managing Deal Sources**

-   Click the **"+ New Source"** button to add a new deal source.
    
-   Click the column headers to sort items in ascending/descending order.
    
-   Adjust the number of entries displayed (10, 25, 50, 100, or All).
    
-   Use the **Search Bar** to find specific sources.
    
-   The **Export** button allows exporting data in various formats (Excel, CSV, PDF, Print).
    
-   The **Refresh** button updates the list to reflect recent changes.
    

## **Purpose of Deal Sources**

Deal Sources help track where business opportunities come from, assisting sales teams in identifying the most effective lead-generation methods.