Tracking source of a lead..

[dpuryear]

This is a "general use" question.

So, let's say I get leads in different ways:

1. A vendor partner (we may be a VAR) submits a leads list to us.

2. An Internet user submits info on a form.

3. A friend calls and says "help this company".

I want to keep as much data as possible so, long-term, I can track how I best get leads.

Okay, so for #1 I import the leads and we fill in:

Lead Source: Partner
Referred By: partner-company-name
Lead Source Description: includes info on how the lead was generated for our partner (e.g., white paper, website)

For #2 we use Lead Source: Web site

How can we vary on #2? What if we have a contact form and another form for a white paper? How should we best track that?

And I suppose for #3 we just do that on a case by case basis and use Referred-By consistently.

Thoughts?

[SamuelAugy]

Maybe you can add a field "ways" that you add in your vendor partner leads list and in your web form.

[sapmin]

Another option would be to use "Campaign", setting up different campaigns for different sources, ways and other criteria.

[dpuryear]

Yeah, that is an option.

One problem I am having that is related is that I do an Leads.. Import and it only lets you affect the Lead record. If I could also assign a Lead to a Campaign etc. that would be nice.

I know there are module that let you do fancier things with imports. I'll have to check that out.