Lead sources

Lead sources are designed so that you can see where your sales and contacts are coming from. Examples may be:

  • Word of mouth
  • Search engine
  • Existing customer
  • Email marketing
  • Press articles

Creating lead sources

How to create a new lead source

  1. Go to Marketing > Lead Sources.
  2. Click Add lead source.
  3. Enter a name for the source.
  4. If this is a sub-category of another source select the parent lead source ID.
  5. Make the source active.
  6. The checkout option is now obsolete.
  7. Click Save.

Assigning lead sources to contacts

Lead courses can be assigned to both contacts and orders.

  • An order will inherit the lead source from the contact it is created against.
  • Contacts created via a SmartForm can be automatically assigned a lead source.
  • Orders can be manually assigned a lead source directly or in batches from the sales list.
  • Lead sources will automatically filter through to any accounting transactions created for those orders.

How to import lead sources against contacts

  1. When updating contacts you only need one column in the file:

    Contact ID
    Note that you will need to update the column header in the file from "Contact" to "Contact ID".

    All the other columns in the exported Excel file can be deleted.

  2. Go to  Settings > Data/Import > Import Customers/Suppliers
  3. Add a data map and add the same two columns (note that the lead source is chosen at the point of import)
  4. Use the data map to import the file and update contacts with a lead source

    Update_lead_sources

Reporting by lead source

Each accounting transaction (e.g. bank payments, purchase invoices) can be allocated to a lead source. In a similar fashion, any sales or purchase orders can be assigned to a lead source using the drop-down menu in the "other/payment info" tab. This allows you to accurately track your spend on each lead source and the resulting business that it generates.

The Profit and Loss report can be filtered by lead source.

Editing or deleting a lead source

It is not possible to edit a lead source, but they can be deleted, so to change a lead source we suggest exporting the contacts as a record then deleting the lead source, adding a new one and then updating those contacts to have the new lead source.

How to delete lead sources

 

  1. Go to Marketing > Lead sources.
  2. Delete the lead source and then re-add it with the corrected name.
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