Lead Source


Lead Source

Table of Contents:

What is lead source?

Lead Sources allow you to provide the communication channel that your admin user used to create a new booking, create a new quote, or create a new inquiry. The lead source helps you categorize the various communications you have with the customers according to the channel of communication the customer used. The system lists several lead sources that you can select from. Moreover, you can create new lead sources that are not listed in the available channels.

A lead source is only visible to admin users; it is not visible to your customers on your website’s inquiry form. There are several choices that you can select from. Also, you can create a new lead source that is not listed in the available channels. Lead sources could include Website, Referral, Facebook, Twitter, Instagram, YouTube, Google, Angie’s list. 

For example, if you run a beauty care business, as an admin you want to know from where your customers know about your business. For example, if your customer selects Facebook as their channel of communication, it will be shown as the source lead on the booking and quotes details. So, the lead source helps you to identify which channel of communication your customers follow

How to activate the show button of the lead source to your admin users?

Admin users can set up the lead sources from the Web or from the app logged in as an admin role.

To show a lead source field as an admin user, follow the below steps:

  • From the sidebar menu select Settings > General Settings > Lead Sources

  • To enable your admin users to see your lead source, you need to activate the following button by clicking on it:

How to create a new lead source?

From the sidebar menu select Settings > General Settings > Lead Sources

To create a new lead source field as an admin user, follow the below steps 

first you have click on the button Add new +

 

Add the required channel then click on Save button and your new source will be saved

 

How to remove the lead source?

From the sidebar menu select Settings > General Settings > Lead Sources

If one of the sources is not suitable, you can click on the “X” box on the side, so the unwanted source will be deleted.

 

How do lead sources appear to your admins on Booking?

Admin users can select lead source from the Web or the app logged in as admin role.

  • From the sidebar menu select Bookings  > Create new 

When you click on “source”, a dropdown menu will appear. Then, you can select the type of lead source. The types are as shown in the picture below:

You will be able to see it on the booking details page when the source has been selected.

How do lead sources appear to your admins on quotes?

From the admin user web view, go to the sidebar menu select Quotes > Create new 

When you click on “source”, a dropdown menu will appear. You can then select the type of lead source. The types are as shown in the picture below:

You will be able to see the source on the quotes details page when the source has been selected.

How do lead sources appear to your admins on inquiries

From the admin user web view, go to the sidebar menu select inquiries> Create new 

You have to scroll down to find the Inquiry Source  when you click on it, a dropdown menu will appear. You can then select the type of lead source. The types are as shown in the picture below:

You will be able to see it on the inquiry details page when the source has been selected.

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