Managing Lead Sources
For successful lead management, it's essential to keep track of your sources. Managing your lead sources can help you to understand which sources are most profitable, and to optimize and focus on those sources for future campaigns.
Using the Lead Sources tool, you can view a summary of your leads by source. This includes the total leads from each source, the percent of total leads from each source, year-over-year change, and average lead cost.
The Lead Sources table also provides you with additional insights for efficient lead management by showing the total leads by source type.
Using the Lead Sources graphs, you can further analyze your sources and see visually how sources have contributed over time.
You can use these visuals to understand and compare which sources contribute the most leads, and to pinpoint when and how often these sources are contributing to your leads.
See what types of Lead Sources are providing you the most leads through the year.
Filters
Info-Graphics
Active Lead Sources YTD: a count of lead sources who have submitted leads in the report year compared to the previous year. If positive then more lead sources are submitting leads compared to prior year. If negative, less lead sources are submitting leads compared to prior year
Leads Submitted YTD: How many leads have been submitted in the reporting year and how that count compares to the previous year
Graph
The pie graph contains all the lead source types represented by how many leads each type has submitted. The larger the piece the more leads that have been submitted and vice versa. The Key color coordinates the lead source types with the graph and you can hover your pointer over any piece of the pie graph to view the lead source label and percentage the piece represents.
Table
Lead Source Type: Lead source type name
Leads Submitted: The count of the lead submitted by the lead source type named