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Sources

You can specify a source for each sales process to indicate exactly where the lead originated from.

Thierry La Croix avatar
Written by Thierry La Croix
Updated over 2 weeks ago

This can provide valuable insights over time into where your leads are coming from, allowing you to take action based on that information. For example, for (re)allocating your marketing/sales budget, this can be very useful.

You might find that a particular marketing campaign yields many deals, and it could be worth allocating more budget to it. You can easily make this insight visible using the ‘view’ option located at the top right of the page.


Configuring and modifying sources

You can modify the sources yourself via Settings > Sales > Sources:

Simplicate has a set of default sources pre-defined, but you can change these. Or you can add new sources. Think, for example, of presence at a trade fair or event or a specific marketing campaign that is running.

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