Viewing where each lead came from
It is important that you know where each of your leads came from. There are two main ways you can view where each lead came from:
Quote / Job tables
In your tables you will see a source column. This will show where each lead has come from. You can also view the lead source directly on the timeline page.
- Via your quote form: ‘Direct’
- Via an introducer: ‘Introducer Name’
- Via another lead source: e.g. ‘LSD’ for Local Surveyors Direct
Introducer settings
If you navigate to your introducers table, this will display a list of the introducers you have added to your account. Under the quotes / services tabs you can see all the active leads sent through to you (this will not include archived or deleted leads).
Lead volumes
You can also visit your reporting page to view your overall statistics and filter them by each lead source in order to see how many leads and conversions you have had from each introducer.