By tracking where your leads and deals are coming from you can effectively evaluate which sources are more successful or challenging for your business. These sources are the channels or means by which these leads and deals originate. For example, typical sources may include your website, a contact made at a trade show, or activity from an existing customer.
To track sources in Sell, you need to first define your own list of sources. Sources are set up separately for leads and deals, although many of the sources themselves may be shared between the two.
Admin users can define sources. All users in your Sell account may also define sources if an Admin user allows it.
To define lead and deal sources
- Click the Settings icon (
), then select Customize > Leads or Customize > Deals. - Depending on which you’ve chosen, select either the Leads Sources or Deals Sources tabs.
- Choose which types of users can add lead sources (All users or Admins only).
- Create your list of sources by clicking the Add Lead Source or Add Deal Source buttons.
Your list of sources is immediately available and can be applied by editing leads and deals.
When you apply a source to a lead or contact, you can see that on the lead or deal card.
Your sources are also available in Sell’s activity reports so that you can, for example, track how different sources convert.