Overview
Managing lead sources in a CRM like NextCrew allows organizations to identify how clients and prospects are discovering their services, which is crucial for assessing and optimizing marketing efforts. Configuring and tracking lead sources provides actionable data, improves campaign targeting, and enhances ROI insights.
A lead source code table holds standardized options describing how each client or prospect first heard about the company. This supports consistent categorization and powerful reporting.
Area
Lead sources are found and configured within the CRM Administration and are linked directly to the Client Screen for new or updated client records.
Navigation
Navigate to Settings > Code Tables > Lead Sources > Add/Edit Lead Source. Here, users can manage available lead sources for selection in the Client form.
Benefit
Tracking lead sources helps determine which marketing channels deliver the most valuable leads and allows for informed decisions about budget allocation and campaign changes. It also ensures that marketing and sales teams are aligned on the most effective outreach methods.
Field Reference
| Field | Description |
|---|---|
| ID | Unique system identifier for each lead source |
| Order | Sequence for display or sorting of lead sources |
| Name | Lead source label (e.g., Website, Referral) |
| Description | Details about the lead source's use and scope |
Screen References
Lead source selection occurs on the Client Screen, and may be referenced in reports, dashboards, or during client profile creation/editing.
Pro Tip
Regularly audit and update the list of lead sources to reflect current marketing activities, retiring old sources and adding new ones as campaigns evolve. Keep descriptions clear and specific for better insights and reporting.
FAQ
Why track lead sources?
To identify which marketing efforts generate quality leads and optimize future investments.How do I add a new lead source?
Use the CRM settings to add new entries to the lead source code table; ensure each source is unique and clearly described.
Permission & Configuration
Administrators may be required to configure lead sources. Permissions to add/edit sources are typically restricted to CRM admins or marketing managers.
Example of Lead Sources
| ID | Order | Name | Description |
|---|---|---|---|
| 1 | 1 | Website | Client found company via website |
| 2 | 2 | Referral | Recommended by a current client |
| 3 | 3 | Social Media | Discovery via social platforms |
| 4 | 4 | Event | Met at trade show or event |