General Settings - Lead Sources 🧲

Why This Matters to Your Business 🎯

Tracking where your leads come from helps you focus on the most profitable marketing channels. With Movegistics 5.0, you can not only log and organize lead sources like Google, Facebook, or direct referrals, but also link them to affiliates for better accountability and performance tracking.

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Lead Sources Configuration ⚙️

Step-by-Step Guide

1. Navigate to Settings > General > Lead Sources.

2. Click the blue + button to add a new lead source.

3. Fill out the required fields in the Add Lead Source form:

   • Lead Source: Provide a name (e.g., "Google PPC", "Contact Form", "Facebook").

   • Is Affiliate: Toggle this on if the lead is from an affiliate partner.

   • Select Affiliates: Choose an existing affiliate from the list.

   • Select Marketing Rep: Assign the representative managing this lead source.

   • Email: (Optional) Add a contact email.

   • Phone Number: (Optional) Add a contact number.

   • Website: (Optional) If applicable, enter the referral website.

   • Address Fields: Add physical address info, including street, city, state, country, and zip code.

4. Click Save.

Your new lead source is now added and available to assign in your CRM workflows.

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Editing or Deleting Lead Sources

• To edit or remove a lead source, click the checkbox beside it, then choose Edit or Delete from the top grey bar.

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Best Practices 🌟

• Keep names consistent and recognizable (e.g., avoid vague names like "Other").

• Regularly review your list to ensure outdated or inactive lead sources are archived.

• Always associate lead sources with affiliates when applicable to enable tracking of referral performance.

Lead Sources are a core part of measuring your sales funnel success. Keeping this section up to date will provide better insights into where your best leads come from.

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For further support, please contact our team at [e-mail].