LESSON 18 / 60
3 minRecord where a lead came from
Lead source records how a prospect first reached the team.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Record where a lead came from
Lead source records how a prospect first reached the team. It helps explain which channels produce useful conversations.
A source is not the current qualification status. Record the supplied origin without changing how far the lead has progressed.
Builds on Route the right owner
A WORKED EXAMPLE
A simple example
A lead discovered at an industry event can have Source Trade Show and Status New.
A common mistakeDo not put Website or Referral into the Status field.
Words you’ll use in this lesson
- Lead
- A person or organization being evaluated as a possible customer.
- Field
- One detail on a record, such as Email, Status, or Amount.
- Status
- The current position in a process.