Lead source report | Voters

Lead source report

planned

gandalf magic

It would be great if I can see on a dashboard under Lead Source Report how many leads came throug a specific channel such as Facebook, Google ads, SEO, GMB etc... and to see how many of them are lost/won/open/

HIGHLVL-I-3628

May 18, 2021

Peter Mazzella

are there any google ad workflow triggers? That'd be coolio :)

Nicholas Davaine

Also, just the ability to search in a pipeline by lead source also!!

Benjamin Roseau

Needed asap 😇

Peter B Butler

Just checking in on this, getting REALLY vital now, lots of grumpy clients

Miguel Rojas

When?

YannickB OÜ

😱 I'm surprised to see that it's not native! Everyone, let's get in touch and share here your workaround solutions and/or code and/or tools because it's ESSENTIAL to know where the business comes from! Let’s help each other. yannick at proinfluent dot com

Roslyn Drotar-Cassidy

A great way to track hard ROI on each marketing "spend" strategy!

Alex Wonnell

I agree! It'd be nice to filter opportunities by custom opportunity fields, like Lead Source Type. Additionally, when editing a custom opportunity field, it preselects "Contact" as the group, and doesn't let you select "Opportunity".

Steve Gubb

This is a must have

Sales & Marketing

marked this post as

planned

Alex Wonnell

Sales & Marketing: when is this planned for development?

A great solution for call tracking for agencies who are porting over Twilio numbers for clients who have all of their tracking numbers purchased already is more flexibility to group already existing numbers into number pools. Then, create a source type for each group of existing Twilio phone numbers. Then those calls automatically show up in Call Reporting, under the column "Source Type". And the bar graph fills out nicely.

Karen Call

Sales & Marketing: Is this implemented already?

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