Filter by Contact Lead Source(s)
When we filter on Lead Source it only has the sources and not the contacts the lead came from. I want to know how many people a contact has sent to me as a lead. Right now I can only put in referral, but there is no good way to keep track of exactly who is sending the leads.
LABS Team
shared this idea
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Brooks Warner
commented
There is an option in a clients contact to mark where the lead came from, either a source or another contact in command. We need a way to easily see this data, so we know what marketing money is being well spent and which people from our sphere of influence to take to lunch/show appreciation.
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Gilles Plourde
commented
In "Customize Columns" in Contacts, be able to see and select Lead Source as an available column and be able to sort the column once added. Thank you
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LABS Team
commented
For Lead Source Type, I select "Select From Contacts" - I want to search by that field of who referred the lead. If someone has sent me 10 pieces of business and I can't recall one of their names, I want to start by going back to the person I know referred the business. Right now, it is great to be able to label who sent the business, but if we can't search for a contact by that, it doesn't have much relevance to put who the person was that referred it. I appreciate the consideration!