Leads are expensive. They cost time, money or both.

Do you know where your leads are coming from?

We have updated our lead tracking to help you answer that – and to help you focus on your most effective channels.

Here is how to make the most of our new functionality.

Customise your lead types and sources

Are you paying for advertising, or an expensive subscription? Add those to your list so you can monitor their return. Likewise for lead types – add any types you want to track.

You can customise your options in settings / opportunities

Update your opportunities

You can fill in lead source and type when you create opportunities (you need to click on ‘more’ to show the expanded creation view)

Alternatively, you can edit existing opportunities

View your data

Head to your dashboard and enjoy your charts.