Lead Source
The major benefit of using a system like WE ARE REALTY is the ability to track and analysize data.
Lead sources are a data point to reflect on where a lead (contact) originated. Sources can be modified and the ability to select different lead types.
You can assign a source per lead and you will know where your leads coming from and where you have the highest conversion rates.
- Go to Setup -> Leads -> Sources and add new source depending on your needs.
- To setup default lead source navigate to Setup->Settings->Leads and chose Default Source.
The default lead source is used to auto populate the source field when creating new lead, each time you add new lead this source will be auto selected but it can manually be changed.
Did you find this article useful?
Related Articles
-
Create a Lead
Leads are contacts or properties that have an active lead status. This helps you or...
-
Lead Status
...
-
Email to Lead Integration
Leads email integration is powerful Perfex feature who allow you to integrate leads from your ema...
-
Assign lead to staff member
Open a lead and simply select the staff member you want to assign the lead. After submiti...
-
Import Date from Cole Realty Resource
New Article for contacts...