Lead Sources
The Lead Sources page tracks where your leads are coming from, this makes it easy to measure which channels are generating the most customers.
Lead Source List
View all existing sources with status, total leads, and created date.
Use the Create Lead Source button to add a new one.
Toggle sources active/inactive as needed.
Lead Source Details
Clicking a source opens a detailed view with three tabs:
1. Bookings
See total bookings and dispositions (from forms or calls).
Visualize booking mix and share by type.
Track outcomes such as Do Not Contact, Not Interested, Transfers, and Total Calls.
2. Revenue
Monitor revenue, gross profit, margin, and pipeline value.
Compare stage amount vs. profit across the sales funnel.
See a revenue mix of pipeline vs. won deals.
3. Funnels
Track deals through funnel stages (New Lead → Contacted → Qualified → Proposal Sent → Closed Won/Lost).
View conversion rates per stage.
See overall win rate and median step conversion.
Best Use Cases
Measure which ad campaigns or channels generate the most value.
Compare sources by bookings, revenue, and win rate.
Optimize marketing spend based on source performance.
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