Lead Source report. Lead source and deals reporting

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Galia
Galia Member Posts: 2 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

Hi all, is there a lead source report? I would like to report on lead source for our lead/pipe generations

Thanks,

Galia

 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 841 VERIFIED MEMBER
    5 Likes First Anniversary First Answer Combo Breaker
    edited July 2022 #2
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    You would need to create the field on the lead first

    Once the field is there, you need to figure out a way to have this field auto-populated when new leads are being created.

    This will enable you to report on the Lead Source

  • Andrus Purde
    Andrus Purde Member Posts: 125 VERIFIED MEMBER
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    edited February 2022 #3
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    If it's your team that generates most of the leads, do what @Boris Tsibelman recommended above: set up a single-choice custom field that would be required to fill each time a new lead is added.
     

    If the majority of leads are coming via your website, this field needs to be filled automatically by a tool. If you're using Outfunnel to connect a supported web form (Gravity, Wix, Facebook Lead Ads, Mailchimp Forms, ContactForm7 or Elementor) to Pipedrive, lead source gets filled automatically. There are other tools that can do that eg. Attributer

  • Galia
    Galia Member Posts: 2 VERIFIED MEMBER
    edited January 2022 #4
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    If it's your team that generates most of the leads, do what @Boris Tsibelman recommended above: set up a single-choice custom field that would be required to fill each time a new lead is added.
     

    If the majority of leads are coming via your website, this field needs to be filled automatically by a tool. If you're using Outfunnel to connect a supported web form (Gravity, Wix, Facebook Lead Ads, Mailchimp Forms, ContactForm7 or Elementor) to Pipedrive, lead source gets filled automatically. There are other tools that can do that eg. Attributer

    Thank you! Let me get with my web + Pipedrive team and try it out. 

  • Daria_82392
    Daria_82392 Member Posts: 1 VERIFIED MEMBER
    edited June 2022 #5
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    Hi, our leads come from the site via API. Required fields: source and label are set up and assigned to the lead automatically. However, when a lead is transferred to a deal, both the tag and the source are reset and passed empty.

    Is it possible to automatically inherit the source of the lead and tag into the deal?

  • Susan_85971
    Susan_85971 Member Posts: 1 VERIFIED MEMBER
    edited June 2022 #6
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    You would need to create the field on the lead first

    Once the field is there, you need to figure out a way to have this field auto-populated when new leads are being created.

    This will enable you to report on the Lead Source

    Thanks Boris. But which report then allows you to track this custom lead/deal field? I've tried to build a few but none seems to be tracking it.

  • Andrus Purde
    Andrus Purde Member Posts: 125 VERIFIED MEMBER
    First Anniversary 5 Likes First Comment Name Dropper
    edited July 2022 #7
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    You would need to create the field on the lead first

    Once the field is there, you need to figure out a way to have this field auto-populated when new leads are being created.

    This will enable you to report on the Lead Source

    Hi @Susan , not sure what plan you're on but reporting includes "Segment by" option. See screenshot where the variable is something other than lead source but you could use the deal source as a variable there just as easily. 

    image

     

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