A lead source is how a lead initially hears about a business. Tracking lead sources is essential as it allows businesses to better measure, plan, and optimize their marketing efforts to generate results for their business. Through FieldPulse, you can track and manage how your customers - or potential customers - find your business.
Creating & Using Lead Sources
You can manage your company's lead sources in FieldPulse's company settings. To begin, navigate to Company Settings, then Customers. Finally, select Lead Source. You have the ability to edit, remove or create your own.
To add a new lead source: type the lead source name, then select Add Lead Source.
To edit a lead source: select the pencil icon next to the lead source.
To delete a lead source: select the trash can icon next to the lead source.
Once you've set up your lead sources, you can begin tracking the lead source on the customer record.
When creating a new customer record, click on the Lead Source box to reveal a dropdown menu. You can now select the applicable lead source for this customer.
Have additional questions?
Contact us at firstname.lastname@example.org or use the chat feature in the bottom right corner of your screen.