How can we best keep track of lead sources and channels?

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Adéla Kalkantová
Adéla Kalkantová Member Posts: 6
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edited July 2022 in Sales CRM #1

We're using our PD for the whole sales process from MQLs to Customers and we would like to keep track of details such as which marketing channel they used, which source they came from and also have the reports for this. Are there any handy tips how to do this? 

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited July 2020 #2
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    Perhaps @Amit Sarda and @Boris Tsibelman have worked with others who have set this up. Any tips for @Adela Kalkantova  guys?!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited February 2022 #3
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    Create custom fields to capture the source. Make sure that this field is a multiple-choice or a single choice field so you can include this in Insights.

    When writing the data to Pipedrive, in Zapier, populate this field based on  where the deal is coming from.

  • Vaby Endrojono-Ellis
    Vaby Endrojono-Ellis Member Posts: 1
    edited November 2020 #4
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    Amit Sarda said:

    Create custom fields to capture the source. Make sure that this field is a multiple-choice or a single choice field so you can include this in Insights.

    When writing the data to Pipedrive, in Zapier, populate this field based on  where the deal is coming from.

    Hi Amit, is there a possibility to produce a report within the dashboard section by lead source?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
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    edited November 2020 #5
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    Amit Sarda said:

    Create custom fields to capture the source. Make sure that this field is a multiple-choice or a single choice field so you can include this in Insights.

    When writing the data to Pipedrive, in Zapier, populate this field based on  where the deal is coming from.

    You should be able to do that for Deal Sources. I haven't used the Leads functionality much to say what's possible. Ensure that the Deal Source field is either a Single Value or a Multiple Choice field.

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