Before You Begin
This issue occurs specifically when:
CTM integration is active in your Dazos workspace
You've unmapped the Lead Source field but values keep appearing
You want to maintain a static, manually-controlled picklist
Why Lead Source Updates Automatically
When CTM integration is active, the Lead Source picklist continues to update automatically even after unmapping. This happens because the Lead Source field is tied to the Campaign Source mapping in the CTM integration. The system maintains this connection to ensure data consistency between your call tracking and CRM data.
⚠️ Note: The system Lead Source field cannot be prevented from updating while CTM integration is active — this is by design.
Solution: Create a Custom Picklist Field
To maintain a static manual list, create a separate custom picklist field instead of using the system Lead Source field.
Navigate to your field management settings in Dazos
Create a new custom picklist field (e.g., "Manual Lead Source" or "Lead Origin")
Add your desired static values to the new picklist
Update your forms, reports, and workflows to use the new custom field
Train your team to use the new field for manual lead source tracking
Verification / Expected Result
After creating the custom picklist field:
Your new custom field remains static with only your manually defined values
The system Lead Source field continues to update with CTM data as designed
Both fields can be used for different reporting purposes if needed
💡 Tip: Use a descriptive name for your custom field (e.g., "Manual Lead Source") to avoid confusion with the system Lead Source field.
Related Resources
For additional help with CTM integration or custom field creation, contact your implementation manager or Dazos support team.