Using Source Mapping in HeavySet

In HeavySet Tech, you can use source mapping to modify source values to standardized values before they are saved to your CRM. Source mapping will help maintain consistent data by converting varied lead-source names into standardized values, making reporting and analysis more accurate.

1. Select a CRM from the Selected Config dropdown.
2. Choose the Type from the dropdown:
   • Source (a specific URL such as google.com or example.net)
   • Source Type (ex: referral, social media, etc.)
3. In the Match textbox, enter the source/source type you want to standardize.
4. In the New Value textbox, enter the value it will be standardized as.
5. Click the Submit button to save the mapping.

To add additional mappings, click the Add Mapping button. Each value you want standardized should be added its own mapping, even if the standardized value is used for other mappings.

You can edit any existing mappings by changing any of the values (Type, Match, and New Value) and clicking the Submit button.