Skip to main content


Channels shows you all crucial customer data right when your prospects call you.ย 
Always be ready and close every opportunity.

0 questions
2 posts

Interested in this Topic?
Signup up now to follow this topic, join the discussion, and always stay updated

Nirmal Gyanwali
Sydney Based Web Developer

Lead source and tracking

I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc.

I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc.

It's more like nested sources i.e. SEO lead can call or Email or contact us from Live Chat. But that is not relevant for outbound leads - so having another custom field can be confusing.

How do you recommend to manage these data so we can... (More)

May's New Apps

This month we highlight 4 new apps added to the marketplace.

Read more about them here