What it is
Lead source intelligence shows, for each way people arrive in your account, how many were added, attempted, reached, turned into leads, appointments and listings, and the value of deals won.
Where to find it
Reports > What each origin produced.
Steps
- Open Reports and pick a range.
- Scroll to What each origin produced.
What each origin produced - Compare each lead source across Added, Attempted, Conversations, Leads, Appointments, Listings won and Won value.
- Check No source recorded for contacts that arrived without a source.
Good to know
- Contacts are counted by when they arrived, not when they were called. A person who came in during March and signed in June counts toward March.
- Sources with nobody added in the range are hidden.
- If many contacts have no source, a line at the top says what share of the table is missing.
- Retired sources still show, marked Retired.
- Lead sources are set up in the CRM.
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Next in Reports
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