Lead Source


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Track lead sources

Improve your sales and marketing strategies by keeping track of your lead sources with OctopusPro. Lead sources allow you to understand which channels of communication are the most effective, they can help you categorize the various communications you have with your customers according to the channel of communication the customer used. Understanding where your bookings, inquiries, and quotes are coming from helps you optimize your efforts to attract and convert potential customers when you understand their behavior and preference.

Table of Contents

What is a 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 quote 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 user.

To show a lead source field as an admin user, from the sidebar menu, go to Settings > General Settings > Lead Sources

Activate the following flag, to enable your admin users to access and select a lead source.

How to create a new lead source?

To add a new lead source, from the sidebar menu, go to Settings > General Settings > Lead Sources

First, click on Add new +

Then, add your required channel, and click on the Save button, to add your new source. 

How to delete a lead source? 

From the sidebar menu, go to Settings > General Settings > Lead Sources

If one of the sources is not suitable, you can click on the “X” box on the side, to delete the unwanted source. 

How do lead sources appear to admin users on Bookings?

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

  • From the sidebar menu, go to Bookings > Create new 

When you click on “source”, a dropdown menu will appear. Then, you can select the type of lead source, depending on where the lead came from. 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 admin users on quotes?

When logged in as an admin user, from your sidebar menu, go to Quotes > Create new 

When you click on “source”, a dropdown menu will appear. You can then select the type of lead source depending on where the quote came from. 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 admin users on inquiries

When logged in as an admin user, from your sidebar menu, go to Inquiries> Create new 

Scroll down to the Inquiry Source, then click on it, and select the type of lead source from the options listed, depending on where the inquiry came from.

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

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