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

Adéla Kalkantová
Adéla Kalkantová Posts: 7
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 Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited July 2020 #2

    Perhaps @Amit Sarda and @Boris Tsibelman have worked with others who have set this up. Any tips for @Adela Kalkantova  guys?!

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited February 2022 #3

    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 Posts: 1
    edited November 2020 #4
    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 - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,244
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited November 2020 #5
    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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