Lead sources help you track where your new clients and prospects are
coming from. Did they see your work on Facebook or Pinterest? Did one of
your current clients tell their friends about you? Did they pick up a
card at one of your business partners? Keeping track of this information
provides you with valuable insights as you manage your marketing
dollars.
The lead source is a
very important tool. Keeping track of how customers hear about
you and become clients can have a significant impact on how you
spend your valuable marketing dollars. The software is designed to
provide detailed sales analysis on these lead sources, so don’t
forget to ask your new clients where they heard about you so you
can complete the “Lead Source” section. See also: Analysis Reports
Setting up Lead Sources #
Create a Lead Source List #
- Go to Maintenance > Clients > Lead Sources to open your lead source list.
-
Add, Delete, or Modify your list.
- Close the window when finished.
Limit Lead Sources to the List #
When creating or modifying a client, a lead source can be chosen from
the drop-down list on the client record. This list contains the lead
sources that have been set up in your master lead source list (above).
By default, your Spectra/Stratus users will be also be able to type in new lead
sources on-the-fly instead of choosing one from the list. Lead sources
that are typed in at the client level are not added to your master lead
source list. To keep users from adding their own lead sources, change
the following setting in your software:
-
Go to Maintenance > Preferences > Company (Studio) Preferences and open the Clients page.
-
Scroll down to the Client Entry Options section.
-
Check the “Limit the Lead Source to the List” option.
-
Click OK to save your settings.
