# Lead source

Map a Cal.com account to the accountable company and membership.

One routing rule associates External Tool Account with Follow up Target: Company and Follow up Target: Person. Tool, Login and Tool Identifier come from the Tool Account mirror; accountability is a CRM decision.

## Rules and relationships

The live checkbox is named `Active ` with a trailing space. The workflow uses its field ID, filters for active Cal.com rows, compares normalized organizer/calendar keys against Login and Tool Identifier and uses the first match. Keep one unambiguous active rule per external account; the workflow does not reject duplicate matches. It reads one API page of rules.

No match still creates an unassigned Deal with a warning in Notes°. A seller with memberships in several companies must be routed to the intended company membership, not guessed from a personal email. Do not store webhook secrets or tokens in Note.

## Fields

| Field | Storage | Current configuration |
| --- | --- | --- |
| Name | Formula | Calculated; see rules below. |
| Label | Text | Stored value or system-managed audit; edit according to the workflow. |
| External Tool Account | Linked records | [Tool Account](/systems/crm/entity-tool-account); Multiple-record picker |
| Tool | Lookup | Via External Tool Account → Tool |
| Login | Lookup | Via External Tool Account → Login Alias |
| Tool Identifier | Lookup | Via External Tool Account → External Identifier |
| Follow up Target: Company | Linked records | [Companies](/systems/crm/entity-companies); Single-record picker |
| Follow up Target: Person | Linked records | [People](/systems/crm/entity-people); Multiple-record picker |
| Auth User (from Follow up Target: Person) | Lookup | Via Follow up Target: Person → Account Binding |
| Follow up Target: Member - to delete (deprecated) | Linked records | [Membership (mirror)](/systems/crm/entity-membership); Deprecated since 2026-11-06; read-only until deleted, replaced by Follow up Target: Person |
| Auth User (from Follow up Target: Member) - to delete (deprecated) | Lookup | Via Follow up Target: Member → Auth User; Deprecated since 2026-11-06; read-only until deleted |
| Active  | Checkbox | Stored value or system-managed audit; edit according to the workflow. |
| Note | Long text | Stored value or system-managed audit; edit according to the workflow. |
| Tags | Linked records | [Tags](/systems/crm/entity-tags); Multiple-record picker |

Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign. Tag names are managed in Core.

## Calculated rules

The expressions below use field names for readability. View filters and checks guide work; they are not access controls.

### Name

```text
CONCATENATE(
{Label}," using ",{External Tool Account})
```

## Next steps

[Open the task guide](/systems/crm/onboard-seller) · [Find the view](/systems/crm/data-views)